Development and growth of human capital from seed stage to maturity.Conflict resolution, and interpersonal communications. Interest in sustainable growth and community development.

Primary contact between Employer Benefits teams and Brokers providing excellent client service managing annual open enrollments, HRIS vendor implementations, HR Administrator support, Strategic Planning, and day to day contact for urgent issues. This includes continuously improving internal processes within HSA Bank for providing great customer service, developing new standards for personalized, initiative-taking monthly communication promoting HSA education initiatives, legislative updates enhancing benefit elections by producing data driven results promoting the introduction of additional Spending, Savings and Reimbursement products.Selected Contributions:High performing Account Executive with 2022 highlights: account portfolio valued at ~$70M in HSA deposits and Investments; 100% Client Retention; 28% account balance increase exceeding KPI and performance metricsCreated HSA Education Initiative model making HSA Bank a leader on client education, consisting of three interactive, weekly “live” webinars allowing real time Accountholder Q&A, focused on enhanced user experience and benefit administration, Savings and Self-guided Investments.Internally Promoted success of outreach to employer groups with large Spanish populations leading to the creation of a Spanish Collateral Initiative to differentiate HSA bank as a leader in outreach reaching and education to Spanish speaking employee groups.

Primary contact between Employers, Employees, Brokers and carriers providing excellent customer service which includes open and clear communication with clients/ Brokers and internal partners supporting renewal and new product implementations. Ensuring accurate and timely responses occur between all parties.Selected Contributions:High performing Account Executive managing Client portfolio valued at ~$104M; process and operational innovator who improved Client Service utilizing existing technologies and internal support structures for fully insured and self funded employer groups.Created, maintains and expanding business relationships with key client decision makers and senior leaders.Identified gaps in coverage and provided medical and voluntary benefit recommendations to Clients, Brokers and Producers for annual renewal.Educate, advise and aid clients on Service Contract compliance topics including, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.

Increased corporate stature through development of startup medical device Private Placement Memorandum for client seeking crowdfunding / startup investment for medical safety syringe. Created foundation for success through meticulous budget preparation and valuation analysis. Supported successful election of three of six Candidates for Donna Independent School District (ISD) School Board slate. Demonstrated leadership and communication skills in formulation of successful "boots on the ground" Community Outreach campaign, media buys, "GOTV" phone bank in close partnership with Campaign Director.

Expertly managed Client Open Enrollment (OE) from carrier selection and contracting to benefits management platform design, roll out, post OE clean up, and ongoing data management. Enhanced success of program through provision of comprehensive education outreach to members. Exceeded revenue projections by $76K. Managed ~$650K portfolio in support of 900 individuals.

Defined direction that catalyzed coordination across departments through leadership of 40-member Task Force for Donna ISD. Brought vital attention to issues of sexual misconduct including revision and implementation of Administrative and Human Resources communication policies / procedures addressing use of personal devices and digital media. Exercised sound judgment and discretion in handling confidential and sensitive information as 'Gatekeeper’ for media inquiries, interviews, and public appearances. Employed collaborative experience to mindset in development of innovative strategic campaigns for crisis communication and positive media placement.

Created stability by providing Agile Management of concurrent Special Projects including Electronic Medical Records “Go Live” for Emergency Medicine, Labor / Delivery, Pharmacy, and Laboratory Departments. Oversaw Quality Patient Safety performance improvement survey, firewall system, server cloud, and remote backup migration. Harmonized competing project deadlines for scheduling, coordination, and budgets management in support of cross-functional team and stakeholders. Applied strong leadership talents through supervision of team of 80 coordinators, analysts, and technicians.

Enhanced clarity of mission through support of Voluntary Benefit offerings redesign; created and implemented Maternity policies designed around Disability Insurance plans. Streamlined operations through face-to-face enrollment with new hires, claims submission / management, and accounting reconciliation.

Recognized and flagged engagement between Partner, Eloqua, and a design vendor to deflect terms of confidentiality agreement violation and partnership contract. Ensured corporate compliance through implementation of contract coordination process for Vendors, Statements of Work and Accounts Payable / Purchase Orders. Managed Marketing team of 18, Sales, and Professional Services VPs including International cross-team travel, meetings, and other ad hoc projects and requests.

Managed content and events information for Group Activities on social media sites including BigTent and Facebook.

Established global real estate fund during threshold of 2008 real estate and banking collapse. Increased opportunities for success through support of Managing Director and Analyst. Managed proprietary data systems, consultant and outreach tracking tools, and market research.

Performed competitive and cross-divisional analysis of industry trends including Funding, Acquisition, IPO, and Bankruptcy activities. Ensured long-term success through implementation of implemented administrative and human resources policies and procedures.

Delivered exceptional value through daily updates of Real Estate venture activities in proprietary database, International cross-team travel, meetings, and other ad hoc projects and requests. Conserved significant revenue through discovery of $25K of reimbursable expenses. Exhibited financial acumen through project budget audits and oversight of receivables, payables, and expenses.

Attended Fundraisers, participated in planning and networking.

Heart of Gold Fundraiser 2003, VolunteerHeart Walk 2003 - 2005, Fundraiser/VolunteerGo Red for Women 2005, Public Event Organizer

Bilingual media and outreach plan, ‘gatekeeper’ for client interviews and media placement.Organized educational events, and supervised the production of bilingual collateral items.

Positioned STHS as a thought leader on Healthcare topics and media resource of first resort, increasing positive media placement by 100% in the first quarter, 85% during tenure. Instituted system’s first bilingual media and outreach plan. Served as ‘gatekeeper’ for executive interviews and crisis communication during Hurricane Katrina, supporting sister properties effected by storm. Issued bilingual press releases and news pitches. Provided bilingual print and broadcast interviews, organized educational events, and supervised the production of bilingual collateral items.

Supporter.

Automated accounting processes to better manage client account budgets, accounts receivable and accounts payable, compiled and analyzed billing and budget reports, and approved, processed and audited vendor and employee payables. Developed and implemented internal business and management reporting protocols as part of implementation team for a company-wide PeopleSoft Timesheet implementation

On boarded during the acquisition of Agnew Carter McCarthy, PR Firm. Lucky to have gotten to know Jack Agnew during my short tenure.Accounting: payables and receivables; vendor budget, time, and invoice management; expense reconciliation. General office operations: food and office supply requisition management, and employee time and expenses.

Provided administrative support to Regional Director and anode team of 37 Consultants tracking timesheets, travel expenses and production expenses. Managed daily operations of the most profitable region with earnings of $1.3m+ quarterly. Served as liaison between customer project managers and Nortel Solutions Architects. Compiled, analyzed and reported on financial target performance, and consultant productivity monthly and quarterly reports, as well as vendor, sub-contractor, and employee payables.