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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.
- Financial leadership
- Corporate leadership
- Mergers & acquisitions
- Business alliances
- Underwriting and adjustments
- Client needs analysis
- Account management
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- Document review
- Fraud understanding
- Documentation skills
- Database Management
- Visual design
- Retouching and color correction
- Digital design
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12/2018 to Current Managing Member and CEO Pharmacists 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 CEO First 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 Agent Aflac – 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 Advisor Northern 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.
Expected in 05/2008 BBA: Finance
Texas Southern University - Houston, TX
GPA:
- CNP - Certified Notary Public, State of Texas
- NNA - Certified Signing Agent
- RON - Commissioned, State of Texas
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