• Attending Networking Events• Researching Industry Leaders• Tracking Industry Trends• Participating in Industry Discussions

• Developed quantitative and qualitative tools for gathering and analyzing multi-year financial information both corporate and project, from all surety prospects and customers to facilitate extension of surety credit. I defined requirements, prepared solicitation documents, researched and defined procurement methodologies, issued solicitation documents, analyze bid/offers and negotiated a wide variety of contract procurements• Report on all aspects of surety client’s character, credit, and… Show more • Developed quantitative and qualitative tools for gathering and analyzing multi-year financial information both corporate and project, from all surety prospects and customers to facilitate extension of surety credit. I defined requirements, prepared solicitation documents, researched and defined procurement methodologies, issued solicitation documents, analyze bid/offers and negotiated a wide variety of contract procurements• Report on all aspects of surety client’s character, credit, and capacities along with analysis of financial information to Surety Company in concise form. • Advised clients and co-workers of current best practices in risk management for the construction industry.• Reviewed client and prospect contracts for acceptability to the surety company.• Developed and gave presentations to industry groups on the extension of surety credit. Show less

• Credit/Financial Analyst, Surety Producer charged with reorganization of $2,000,000 bond operation and expansion of the book of business. • Wrote 10 X the new bond business as the entire office produced in 2007, and more than 2X more in 2008.• Developed quantitative and qualitative tools for gathering and analyzing multi-year financial information both corporate and project, from all surety prospects and customers to facilitate extension of surety credit. I defined requirements… Show more • Credit/Financial Analyst, Surety Producer charged with reorganization of $2,000,000 bond operation and expansion of the book of business. • Wrote 10 X the new bond business as the entire office produced in 2007, and more than 2X more in 2008.• Developed quantitative and qualitative tools for gathering and analyzing multi-year financial information both corporate and project, from all surety prospects and customers to facilitate extension of surety credit. I defined requirements, prepared solicitation documents, researched and defined procurement methodologies, issued solicitation documents, analyze bid/offers and negotiated a wide variety of contract procurements• Reported on all aspects of surety client’s character, credit, and capacities along with analysis of financial information to the surety company in concise writing. • Advise clients and co-workers of current best practices in risk management for the construction industry.• Developed and gave presentations to industry groups on, Work Breakdown Structure, Safety, and the extension of surety credit. Show less

• Responsible for all aspects of agency financial accounting• Designed and implemented the chart of accounts for computerized accounting system• Controlled Day to day management in both surety and insurance. These responsibilities extend to employee supervision and training, and development of office procedure manuals.• Attracted new business, investigating financial and application details, and increasing loyalty through customer service of existing clientele, .• Researched and… Show more • Responsible for all aspects of agency financial accounting• Designed and implemented the chart of accounts for computerized accounting system• Controlled Day to day management in both surety and insurance. These responsibilities extend to employee supervision and training, and development of office procedure manuals.• Attracted new business, investigating financial and application details, and increasing loyalty through customer service of existing clientele, .• Researched and implemented current information and procedures for the agencies and clientele’s accounting, risk management and loss control.• Create and monitor office procedures to maintain compliance with the law and best practices. • Incubate and foster relationships with Surety and Insurance carriers. • System administrator for Windows 2000 network and technical support.• Underwrote using expertise in financial analysis of multi-year financial corporate and project information from all surety prospects and customers to facilitate extension of surety credit. • Underwrote client and prospect contracts for acceptability to the surety company.• Report on all aspects of surety client’s character, credit, and capacities along with analysis of financial information to Surety Company in concise form. • Performed project management/procurement duties; I defined requirements, prepared solicitation documents, researched and defined procurement methodologies, issued solicitation documents, analyze bid/offers and negotiated a wide variety of contract procurements• Advise clients and co-workers of current best practices in risk management for the construction industry.• Developed and gave presentations to industry groups on the extension of surety credit.• Developed and gave presentations to client employee groups for various EB coverage. Show less