· Served as a Quality Analyst, facilitating and supporting claim recovery objectives and excellence in all aspects of subrogation performance. · Helping ensure high quality services by completing internal quality audits, identifying external client claims with subrogation potential through closed claim file reviews, and performing targeted audits of special topics.· Providing analysis, reporting, and periodic summaries for management.· Participating in key quality controls such as inspection of high-risk activities within a subrogation process.· Supporting quality design, control, measurement, review, reporting, and continuous improvement throughout the organization.

· Served as a high performing Claims Specialist and Leadership Development Associate in various departments throughout tenure, including Auto Claims, Fire Property Claims, Casualty/Liability Claims, and Subrogation Recovery, Litigation, and Arbitration· Nine years of significant Auto & Fire Subrogation experience, including leadership of multiple pods of other claims associates and team leader of numerous specialized projects.· One year experience as a Subrogation Recovery Claims Team Manager in a leadership development role. Led a team of 10 Recovery Claims Specialists and Associates using Excellence in Operation Management principles. Conducted huddles and one-on-one meetings with staff to communicate metrics, set expectations, and ensure goals were being met in a timely manner.· Completed State Farm Subrogation's formal leadership training program. Was chosen amongst a very select group of State Farm employees to participate in the Leadership Prep Program for accelerated leadership. Collaborated with current leaders and other future leaders to complete exercises, participate in forums, and lead projects to further develop leadership competencies.

· Served as an independent Financial Planner and Registered Investment Advisor, operating my own business as a trusted adviser.· Primary role of listening to client’s needs, evaluating their current situation vs future goals, and offering strategic advice to chart a path to their success.· Excelled at analyzing data from client’s financial records to generate a sophisticated plan of action tailored to the client’s goals and objectives.· Skilled at taking negative financial situations and providing positive solutions to clients by communicating and explaining the process improvement plan effectively.