Skilled professional experienced in public and private industry and demonstrated success learning new fields quickly. History of making substantial impacts with forward-thinking, resourceful and adaptable strategies. Successful at understanding markets, key business decisions and financial operations.
Skills
Financial leadership
Corporate leadership
Mergers & acquisitions
Business alliances
Underwriting and adjustments
Client needs analysis
Account management
Document review
Fraud understanding
Documentation skills
Database Management
Visual design
Retouching and color correction
Digital design
Work History
12/2018 to Current
Managing Member and CEOPharmacists Mutual Insurance Company – Green Bay, WI,
Generated reports, uploaded documents into digital storage and prepared client case affidavits.
Checked documents and identifying credentials for all parties.
Maintained comprehensive understanding of digital fraud and electronic signature verification, keeping sensitive documents secure and verifying authenticity.
Administered oath to document signers to obtain affirmation of truth.
Updated journal with names and dates for permanent record.
Looked for signs of fraud or coercion and refused notarization.
Increased customer service success rates by quickly resolving issues.
Drafted common document templates for use by executives and employees.
Controlled costs and optimized spending via restructuring of budgets for labor, capital assets, inventory purchasing and technology upgrades.
Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.
07/2008 to Current
Photographer and CEOFirst Commonwealth Bank – West Mifflin, PA,
Photographed high-quality images for various print and digital projects.
Digitally edited photos to enhance appearance.
Determined and adjusted subject position, props and lighting equipment while selecting camera angles to optimize final product.
Inspected proofs to verify quality and determine needed adjustments and retouches.
Maintained and shared portfolios of artistic work to demonstrate styles, interests and abilities with potential customers.
Experimented with different lighting effects to deliver unique images.
Completed complex photo shoots at indoor and outdoor venues.
Consulted with clients to discuss commission ideas and style preferences to create mutually agreeable project parameters.
Shot photographs in controlled lab, field and remote environments.
Fabricated camera mounts and cases to capture images and protect equipment.
Performed advanced computer processing of images for assignments.
Coached and guided senior managers to improve effectiveness and policy enforcement, resulting in improved employee job satisfaction and higher performance levels.
Identified and capitalized on short- and long-term revenue generation opportunities to maximize bottom-line profitability.
Monitored use of best practices at all levels and implemented corrective actions to bring employees into compliance.
Negotiated terms of business acquisitions to increase business base, solidify market presence and diversify offerings.
Built productive relationships with industry partners and competitors to support strategic business objectives.
01/2015 to 10/2016
Insurance AgentAflac – City, STATE,
Approached potential clients by using direct marketing mailings and phone contacts.
Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Upsold additional products and services after identifying customer needs and requirements.
Obtained underwriting approval by completing application for coverage.
Maintained high standards of customer service by building relationships with clients.
Responded to customer calls swiftly to resolve issues and answer questions.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
05/2005 to 11/2007
Financial AdvisorNorthern Trust – City, STATE,
Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
Capitalized on gaps in market and reached out personally to onboard new clients, process transfer paperwork and set up new accounts.
Delivered strategy advisement and corporate financing to clients.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Education
Expected in 05/2008
BBA: Finance Texas Southern University - Houston, TX GPA:
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