SUMMARY:

• In my 12+ Yearsof experience as an Agile Program Manager, I've built several API maps, and estimated millions of points for the Finance, Healthcare, Supply Chain, Big Pharma, industries for end to end implementations, major integrations, RevOps, data lake migrations, and projects in an Agile realm. The projects I have delivered focus on high fidelity, low cardinality databases. I have doubled returns, created capital gains for several Rx investors and stakeholders from programs focused on federal contracts and government bids, to and retail initiatives. I am an expert in DBT release trains, (hours/Fibonacci) and executed several SFCC, Government Cloud, Mulesoft, SAP, Workday, and Legacy Migrations, through increment planning, and project iterations. A Certified Agile Coach, I am an expert in Safe5, PMBOK, PLM tools, R.A.C.I/D.R.I.V.E models, PMI standards, Jenkins, Nagios, Jira, Confluence, queries/metrics, AgiIe, Iterative, Spiral, Waterfall, and DevOps SDLC's. Moreover, I have refined over 800 backlogs, cleared technical debt, freed up cycles for more code review, refined unclear acceptance criteria, resolved over 5.56 million stories, tickets, bugs, defects, and pushed these to UAT approved.
• 6+ years dedicated to Demand Management, Big Data Migrations. Release Management, Forecasting, in the implementation of Oracle Cloud, Steelbrick, Callidus, FPX, SAP Sales Cloud CPQ; Medicare, Medicaid, CMS, CRM, ERM, ERP, ELT, HCM, HRM platforms, PLM, Woo Commerce, Wordpress, Magneto, Open Chart, Workday, Salesforce, Service Cloud, Marketing Cloud, Health Cloud, Greenfield, or 3rd party domain integration. Baymard Research UX, PaSS, SaSS. An SAP Success Factors, and Greenfield domain migration expert in desktop/server infrastructure, virtual machine deployment for thePharmaceutical,Auto Sales, al and Hospital Industries; Mac/Windows Installation; New tenancies; multi - tenant suites.
• Proficient inGathering Requirements, analyzing and documenting them around Agile.
• Proficient in schedulingJAD (Joint Application Development) with End Users, Stakeholders, Subject Matter Experts, Developers and Testers, SIPOC, Hackathon
• PerformedGAPAnalysis (current state and future state) andAS-ISandT0-BEprocess, billing conversions,
• Worked onProjectCharter,BRD(Business Requirement Document),RFP(Request for Proposals),User Stories, FSD(Functional Specification Document), andUse Casedocuments.
• Participated in all phases of the SDLC (Agile,SCRUM,RUP, and Iterative), GIS/GSO/IT,and involved inSix Sigmaprocess analysis.
• Expert in Visio,Process Flow Diagrams, Activity Diagrams, Cross Functional Diagram, Swim Lane Diagrams, Use Case Diagrams
• Actively involved in developing, executing and managing Unit testing, Integration testing, System testing, Regression testing, GUI testing, andUser Acceptance Testing (UAT)
• Experience in creatingtest plans, test cases, defect tracking, custom code integration, writing Bug reports for system testing.
• Expert in migration for Big data technologies Spark, HDFS & Cloudera Impala, SQL, Data wrangling, and data governance.
• Waterfall Lean 6, 5s, Kanban, SAFe Agile 4.0, Scrum Master (XP) > Scrumban > VMWare, A.I., PLM
• MS 365/Visio/Project/Navision/Dynamics > SharePoints, PowerBi, Hadoop, Auto Tools X > Presta Chart, SquareSpace, Cucumber BDD/Gherkin Logistics XIWPRD Table Schema Updates > VMWare.
• Chrome, DBS, TFS, Java/Confluence, Tableau, Drupal, Azure (TDD, BDD, ADD, FDD), Informatica, SSIS, IT1, DEV 1, SEV1/SEV2 > Auto Desk Vault/Fusion, Omnify > Nagios /Jenkins
• Atlassian Jira/Portfolio, Rally, Copado, Apex,, Agile Dev Model Epic Timelines > Wireframe Tools Sketch (macOS) for passing wireframes off to third-party apps, InVision Studio (macOs) for wireframing for multiple screens, Adobe XD, FigmU,UXPin (Web, macOS, Windows) for handing Balsamiq (macOS, Windows, Web)
• DevOps> Mulesoft, Greenfield domains, AD, (ADD, TDD, BDD, FDD) Push Notification, SQT, CCF, CLM, AAT > Billing/Catalog Conversions, Lines, CCE, Syntelect > Jenkins, Nagios
• Discovery Health, FCHN, HSD, Washington Health Form A, Argus, ABX, ABI, Facets 5.5 Claims Data, LODO, Revenue Capture
• SFDC/Health Cloud/Salesforce, Legacy Platforms, AWS, FS, BE, FE > Lightning/Shield/Walk Me, Trailhead/ AppTus/Visual Force/Quote to Cash/App Exchange/Flow/Lightning Flow
• SF Marketing Cloud, Eloqua, APrimo, Google Analytics Steelbricks CPQ, MarkeLocalytics, Exact Target, Custom Objects, Workflow Approvals, Triggers, Classes, Visualforce Pages, Dashboards, Reports, Analytic Snapshots, SOQL, and SOSL.HTML, CSS, XML, Java script, JSON, Oracle, Microsoft SQL Server, MySQL
• Workday, KornFerry, SpringCM, SageCM, VMS
• OCM, LMS (SCORM, AICC), Success Factors, Compliance Wires, Outlook, Jabber, Hipchat, Airtame, AirTame, Airespring, What’s App; LearnCore, Kaizen, Druva, AMP, Defender, Bitlocker, Slack, BitBucket, Firewall, SIPOC.
• Epic/My Chart, Epic Cloud, Secure Chat, Willow, Stork, Prelude, Resolute, MuleSoft AnyPoint, WorkRelay, Zoho, Eleads, BacklogMatillion, GT Nexus, Kronos, ADP, Good Space, Corporate Responsibility Tableau, Sales Reps BI, BI Analytics, BI RMA, Oracle EBS, PLM, Hubsoft, Workfront, Egencia, Concur, BofA Global Reporting, Oracle EBS, PLM, Consumer Obsolescence, Fabrication

PROFESSIONAL EXPERIENCE:

Confidential, Charlotte NC

Sr. Scrum Master

Responsibilities:

• Provided demos for stakeholders and investors on began products, increased investor/stakeholder returns.
• Ramped up Marketing Ops team for campaign sprints, and Marketo, Eloqua, SFDC, Google Analytics integrations.
• Focused on hard dates for campaign delivery
• Produced project plan for SAP, and Mulesoft domain integration, from pre-implementation to deployment.
• Utilizing tools like, WordPress, Mulesoft,Matillion, PLM, Service Now, Oracles EBS, BI Analytics, Workfront, Hubsoft, and Salesforce, I am leading transformation for CapEx, Opex projects/enhancements, for various initiatives, across several brands; for Deckers a multi-billion dollar parent corporation.
• Highlighted, and consulted upon at risk projects, such as SIEM System Integration, Japan Teva/Hoka websites, and Mulesoft platform integration; integrated WordPress attributes.
• Focused velocity on the most major epic, the Vegan Report for vegan attributes sold, consumer fabrication.
• Produced epic charter for APAC Canada, SAP integration, ATP Global, China ECommerce Transition, Cross Builder EMEA/UK, DOMS Re-arch, DXLab, SharePoint Rebranding, and Workfront Integration.
• Met with the legal department to mitigate risk toward the implementation of vegan materials, consumer fabrication, and obsolescence.
• Validated HTML, XML, CSS, JavaScript, JSON, SOAP and REST story formatting and acceptance criterion.
• Delivered reporting for Lightning Apps, Components with Aura, Controllers & Events Extensively used Eclipse IDE with Force.com Plug-in for writing business logic in Apex programming language.
• Submitted, and tracked corporate time using Concur, ADP, Egencia, BofA Global Reporting,
• Responsible for 2 million dollars in CCR’s, resource allocation, program ownership, and SOW’s across development teams, and ELT’s.
• Leading migration away from Service Now, integrated Salesforce platform, and Jira instance for major epics, such as Regional Line Planning, The Vegan Report, MDM for the China Macau team.
• Planned programs, and mapped project cycles for struggling DevOps teams, and integrated PI planning into areas of the organization ready to integrate Agile teams.
• Results/s
• Integrated Salesforce Marketing, Cloud, partnership with offshore resources.
• Implemented Mulesoft, Salesforce CPQ platform with existing CRM, built features to stream customer bids across tender apps.
• Responsible for SAP Success Factors epic; hired SAP Success Factors devOps team
• Led fast ramp up of ART, developers, and architects for email, CPQ, POS, cart checkout epic charter. Integrated cloud automation tools.
• Performed Demo's for cloud features, and PLM tools, Salesforce Pardot.
• Ensured tender bids were processed on time.
• Facilitated development team before code freeze, and used pair programming for large tickets, split points.
• Used Wireframe Tools Sketch (macOS) for passing wireframes off to third-party apps, InVision Studio (macOs/Windows) for wireframing for multiple screens.
• Partnered with the OCM. Built epic roadmaps, tasking queries in Jira around Agile Transformation initiatives.
• Managed Bit bucket PR's, scheduled a Hackathon ceremony for stakeholder demo’s.
• Managed BizTalk, BizaarVoice, Google, AWS, Prana Sorel, Mountain Hardware, stakeholders, and vendors.
• Monitored free cycles, reverted mutant code, integrated new front, back end code.
• Completed 3 sprint cycles early, opening capacity for ad-hoc demos, thus appealing to stakeholder expectations and giving developers and chance to communicate directly in a fun way.
• Successfully created and led 5 scrum teams for migrating Legacy data to the North America Platform. I.e. SFCC, AWS

Confidential

Sr. Salesforce Program Manager

Responsibilities:

• Dedicated Consultant for Salesforce Marketing, and Health Cloud implementation. SAP Success Factors, Cloud CRM/Workday ERP/HRM implementation, workflow creation and OCM.
• Led demos for CMS Wordpress, WooCommerce, Callidous Cloud CPQ
• Executed VMware demos
• Built a project plan for a new Greenfield active directory domain for internal users, Fresh Beginnings.
• Used Lean tools, 5s and Agile tools (JIRA)/Apex for Work Item Management, Team Performance, & Reporting; sprints, huddles, standups, ceremonies.
• Estimated story points, shored up technical holds, process flow impediments; streamlined DevOps, RBP and automation processes;
• Provided timely and accurate budget/estimate review, forecasting, and management using MS Dynamics.
• Worked closely with the Epic Owner/Product Owner to groom the product backlog, alleviating back office burden; release backlogs through Full, and Portfolio ART’s.
• Led a fast ramp up initiative producing a scrum team of 8-12 for concurrent projects; multi-tenant HRM/CRM/LMS implementations, including but not limited to; Scrum of Scrums, PM, designers, UA, Testers, Architects, consultants/engineers.
• Prioritized and tasked epics for QA1/2 cycle launch, spotlight projects; transferred, big data using -based EDI using MuleSoft.
• Assessed backlog smartsheets; through maintenance enhancement solved JIRA storyboard point discrepancies in velocity graphs, displayed bottlenecks in burndown charts.
• Used Copado to manage SAFe Agile (XP) Full release trains, overseeing the integration of Visualforce onto the Lightning platform.Developed project plan for Marketing Cloud roadmap for, user production access, campaign capability spanning digital channels (e.g. emails, SMS, push, in-app) automation, personalization, ad hoc and trigger campaigning across lifecycle.
• Tested and integrated the most efficient SaaS application/platforms via Salesforce AppExchange; Salesforce Health Cloud; forecast charts in Tableau; Heavily utilized the Tableau platform; including process flow charts, and interactive graphs to map, forecast, and translate business intelligence.
• Created organizational change management guides for change control, using the Agile framework; synthesized waterfall process workflows to expedite project completion.
• Performed demo's integrating Epic Care Secure Chat link for pharmacists and doctors exchanging HIPPAA sensitive info within Epic to and from the pharmacy.
• Synthesized a blend of Agile and Waterfall process workflows to expedite OCM, and ART’s using release management in Copado.
• Monitored and assessed KPI’s, project progress to meet deliverables within budget and on time; sales budget for Salesforce Lightning and ensured quarterly returns met annual projections.
• Used SpringCM, partnering with Salesforce, to manage big data, contractual documents, solutions, and compliance addendums., i.e. X12; data warehouse creation.
• Results/s

Confidential

Sr. Scrum Master

Responsibilities:

• Oversaw 3 scrum teams; sales management and change control for outgoing customer tracking practices, for implementation of the WordPress, Salesforce Marketing Cloud Implementation, CRM, Workday ERP/HRM; i.e. Lightning, AppTus Quote Cash, Pardot, Callidus CPQ, Workday Payroll for entire life cycle.
• Developed process flows for fleet, parts, equipment, SAAS, Oil, Paint, SpendCube, vendor payout, merchandising, fulfillment, cart/checkout, returns, refunds.
• Led Agile Transformation for Ford, in the western region, implemented P.I. planning, offshore CI/CD pipelines.
• Led Sprint 0's on CMS Presta Chart, and Volusion integration.
• Developed project plan for Marketing Cloud roadmap for campaign capability spanning digital channels (e.g. emails, SMS, push, in-app) automation, personalization, ad hoc and trigger campaigning across lifecycle.
• Deployed 20000 machines and servers in incremental phases during Salesforce integration.
• Led 2-3 a fast ramp up scrum team of 8-12 for concurrent projects as dedicated scrum master; multi-tenant HRM/CRM/LMS implementations and click-configuration integrations.
• Directed the implementation and project governance of the crossover from ELeads to Salesforce, and Workday using Sprint 0 sprints to start, then increments full iterations for implementation, testing, and .
• Continuously improved project scope, cycle times, lead times, and overall velocity; developed roadmaps for futures/forecasting.
• Ran 2-3-week sprints, adhering to a fluid, but consistent daily scum, of meeting with the scrum team overall, then individually to erase conflict and track tasks; reinforced the ‘definition of done’
• Performed daily scrums focused on setting user permissions and governing limits, for data source connectivity, and data warehouse management.
• Estimated story points using Agile tools (JIRA), and Jira Portfolio for Work Item Management, Team Performance, & Reporting.
• Employed a hybrid of Kanban, Agile, and Lean Methodologies to test and integrate the most efficient SaaS application/platforms via Salesforce AppExchange, including Salesforce OEM edition.
• Via TFS, worked closely with the Product Owner/Epic Owner to groom the product, and release backlogs through Full, and Portfolio ART’s.Defined themes, feature timelines for a Microsoft Navision initiative; maintained the scope and requirements for each workflow automation module using the Tableau platform; including process flow charts, and interactive graphs/charts to map, forecast, and translate business intelligence.
• Provided timely and accurate budget/estimate review, forecasting, and management; Monitored and assessed KPI’s, project progress to meet deliverables within budget and on time.
• Directed change management to ensure timely deliverables to outcomes, i.e. charter, budgets, scope.
• Approved Apex relay configurations produced throughout the Salesforce Lightning, Apptus quote to Cash integration.
• Led seminars and workgroups outlining a series of PowerPoint slides, animation, videos on how best to navigate Salesforce and different routes for customer tracking.
• Design and deploy process flows that streamline Salesforce integration through Agile, and Work Relay
• Trained car, internet, and sales staff on new Salesforce CRM tracking, lead, and financial tracking systems i.e. Zoho Car Wars.
• Trained management and staff on how to best navigate Salesforce to track leads; then create and drive sales, also how to navigate Workday for schedule payroll, benefits, via LearnCore modules
• Oversaw sales budget and ensured quarterly returns met annual projections; monitored and assessed KPI’s, project progress to meet deliverables within budget and on time.
• Results/s

Confidential

Senior Project Manager, Scrum Master XP

Responsibilities:

• Dedicated Scrum Master for Salesforce Health Cloud CRM/Workday ERP/HRM, focused on prior authorizations, high cost medications, backend flows for billing.
• Built a project plan for a new Greenfield active directory domain for internal users, Fresh Beginnings.
• Used Lean tools, 5s and Agile tools (JIRA)/Apex for Work Item Management, Team Performance, & Reporting; sprints, huddles, standups, ceremonies.
• Estimated story points, shored up technical holds, process flow impediments; streamlined LoDevOps, RBP and automation processes; Provided timely and accurate budget/estimate review, forecasting, and management using MS Dynamics.
• Worked closely with the Epic Owner/Product Owner to groom the product backlog, alleviating back office burden; release backlogs through Full, and Portfolio ART’s.
• Led a fast ramp up initiative producing a scrum team of 8-12 for concurrent projects; multi-tenant HRM/CRM/LMS implementations, including but not limited to; Scrum of Scrums, PM, designers, UA, Testers, Architects, consultants/engineers.
• Prioritized and tasked epics for QA1/2 cycle launch, spotlight projects; transferred, big data using -based EDI using MuleSoft.
• Assessed backlog smartsheets; through maintenance enhancement solved JIRA storyboard point discrepancies in velocity graphs, displayed bottlenecks in burndown charts.
• Used Copado to manage SAFe Agile (XP) Full release trains, overseeing the integration of Visualforce onto the Lightning platform.
• Developed project plan for Marketing Cloud roadmap for, user production access, campaign capability spanning digital channels (e.g. emails, SMS, push, in-app) automation, personalization, ad hoc and trigger campaigning across lifecycle.
• Tested and integrated the most efficient SaaS application/platforms via Salesforce AppExchange; Salesforce Health Cloud; forecast charts in Tableau; Heavily utilized the Tableau platform; including process flow charts, and interactive graphs to map, forecast, and translate business intelligence.
• Created organizational change management guides for change control, using the Agile framework; synthesized waterfall process workflows to expedite project completion.
• Synthesized a blend of Agile and Waterfall process workflows to expedite OCM, and ART’s using release management in Copado.
• Monitored and assessed KPI’s, project progress to meet deliverables within budget and on time; sales budget for Salesforce Lightning and ensured quarterly returns met annual projections.
• Used SpringCM, partnering with Salesforce, to manage big data, contractual documents, solutions, and compliance addendums., i.e. X12; data warehouse creation.
• Results/s
• Managed several project teams including emergency room coordinators, clinical/ambulatory developers, desktop engineers coordinators to ensure timely completion of Health Cloud, and Service Cloud implementation.
• Maintained Teamwork & Collaboration within and across teams and contributed cloud-based work flows and SAFe Agile Adoption by all stakeholders, during Salesforce Pardot pilot.
• Deployed 17000 Windows desktops, and laptops for new domain integration.
• Monitored and assessed KPI’s, project progress to meet deliverables within budget and on time.
• Verified and confirmed the line of business and level of care in each coordination file, including, but not limited to, Humana, Cigna, Medicare, Medicaid, County Care, Misc. Contract Care, BCBS.
• Assessed, and verified existing, and new patient insurances, and payment requisites using the EHR Epic Playground, Epic Secure Chat, Hyperspace, MyChart, MyChart Bedside Cadence/ASAP/Willow/Radar/Resolute/Prelude/Go Live, and Centricity.
• Ensured transition of care and discharge planning adhered to a VBP when billing and assessing charges.
• Conferred with university executives to synthesize workflows intent on increasing CAHPS scores with Secure Chat integration.
• Ran direct reports to highlight claims issues i.e. unpaid bills, denials, write-offs, appeals, remittances, refunds.
• Using Secure Chat, communicated with TPL's, and ensured UI was bug free forpatients’ pre, and preauthorization status for complex transplant, ardiologic surgeries navigating a myriad of only line portals, including, MedDecision, and IExchange.
• Maintained quality assurance in the distribution of HIPAA, Fraud, PHI, and JCAHO compliance with integrations of patient self check in Kiosks and Epic Secure Chat.
• Review increased IDPA HMO’s, i.e. Illinicare, MMAI, and various in and out of network ICP’s.
• Assess the validity of Medicare, Medicare HMO, Medicare Supplement, and Medicaid billing requisites for final charge entry, and bill finalization.
• Adhered to reporting standards and practices for the CMS, CMSO, NCQA, and the CQHC.
• Managed a team of market researching for concurrent integration of the Salesforce cloud platform.
• Monitored and continually assessed KPI’s to ensure to ensure deliverables were within scope, budget and on time.
• Pioneered new programs by researching market trends, sales gap analysis.
• Combined data from multiple sources using the Tableau Cloud platform.
• Build reports and dashboards to provide visibility in marketing campaign results and measure campaign effectiveness, including marketing metrics, lead distribution, opportunity stages, pipeline contribution, and ROI.
• Synthesized Waterfall, Agile, and XP workflows to expedite project completion.
• Researched cloud-based analytics, and integrated Aptos Quote to Cash to project timeframes, budgets.
• Tested Kanban, Lean, and Agile hybrid processes to highlight the most cost saving KPI’s, and statistical control processes.
• Deployed a team of researchers to collect SaaS data on various product lines in the marketplace via Service Cloud, AWS tracking.
• Results/s

Confidential, Chicago, Illinois

Scrum Master, Agile PM, Radiology

Responsibilities:

• Led several Oracle, Epic module integrations i.e., Epic MyChart, and MyChart Bedside implementation; ensured patients played an active role in the history of their care with MyChart.
• Led integrations teams for UM index epics, focused on automating underwriting and digital claims.
• Produced private demos for high level investors around new cloud integrations and future return potential and network design optimization.
• Executed concurrent SFDC Health Cloud, and Government Cloud integration, running 2 week sprints, 60 points, 6 resources.
• Managed a medical practice managing several radiologic modalities (i.e. PET scan, Mammography, MRI, CT, X-Ray), and leading several projects to ensure operational acuity, and reduce billing kickbacks/errors.
• Incorporated Full Safe ART’s, to scale complex backlog solutions, program increments, sprints.
• Used SAFe release train for backlogged Epic products, and continually groomed backlog for prioritization of new modules.
• Used the Mulesoft EDI to transfer, and transform big data across applicable hospital departments, networks.
• Reported to V.P.s and Senior Management about Oracle integration changing requirements, and federal mandates.
• Hired, and trained new employees on the benefits, mobile features of the Workday ERP/HRM.
• Oversaw billing for commercial, and government LOB’s, applied risk tiers, for stratification, and clarified billing for home vs. host plans.
• Demonstrated thorough understanding of Agile Scrum Master methodologies while integrating Workday platform.
• Employed Agile, Lean solutions to integrate new CMS, EHR, and rotating processes.
• Assisted Medical director in creating data collection methods around initial routine care.
• Maintained HIPAA and PHI regulations and produced compliance reports for state and federal entities.
• Disseminated federal mandates to staff for HIPAA restrictions, and wellness initiatives.
• Acted as the liaison between HSSI, Magellan, Mesa Mental, and Life Masters for survey requests and event planning.
• Ran various reports through HRM, Epic Hyperspace, Epic Resolute, Epic Stork, to expose patient duplicates, appeals, refunds, remittances, payments, and errors for Medicare, Medicaid, HCSC-BCBS, Human, Cigna, government and tpl’s.
• Led Webinars, and WebEx on the importance of MyChart and it’s intended functionality.
• Scrubbed quarterly reports to extract coding and billing errors in Centricity 5.0.
• Created templates in Centricity to identify revenue cycle inconsistencies, intake, and discharge planning anomalies.
• Managed ten clinic coordinators clearing bill holds, registering patient, verifying insurance, and entering ICD-9/ICD-10 codes to the Centricity.
• Reported patient survey results to HEDIS each quarter in regarding effectiveness of care, the managed care plan, and patient experience; provided administrative support for hospital directors, physicians, and radiologists.
• Surveyed patient satisfaction via Ganey results, and initiated new monthly patient satisfaction goals.
• Results/s
• Generated qualified leads by enhancing experience of those interacting with website, including converting site traffic to leads through calls-to-action, landing pages, and lead generation content.
• Tested and integrate the most efficient SaaS application/platforms via Salesforce AppExchange, making Salesforce marketing cloud the primary.
• Results/s

Confidential, Chicago, IL

Branch Manager

Responsibilities:

• Audited the branch vault daily including, but not limited to 50,000 - 70,000 dollars cash, negotiable items; money orders, cashier’s checks.
• Maintained accountability for time budgets, including monitoring hours incurred and communicating potential or expected discrepancies.
• Oversaw preparation of the quarterly Audit Committee deliverables.
• Executed internal audit reviews in accordance with SOX 404 compliance.
• Met company audit deadlines for federal reporting.
• Trained, maintained FDIC quality assurance provisions, and privacy practices.
• Recruited and trained over 50 sales representatives on customer service, account guidelines, sales, monthly quotas
• Used ticklers to troubleshoot transaction anomalies on CMS Blue Screen, Microsoft Server/SQL Serve
• Managed a call center project, with a workforce of 30 central schedulers verifying specialty referrals, pre-authorization, pre, and post-op procedures.
• Continually assessed stakeholder features for quality improvement, compliance metrics.
• Results/s

Confidential, M okena, IL

Financial Advisor

Responsibilities:

• Produced new client relationships and advised clients on how to increase yields and receive a return for saved earnings.
• Encouraged families to invest in a life insurance vehicle by conducting presentations outlining various Life health products.
• Experience in Automobile (Commercial & Personal), Dwelling/Homeowners, Commercial Property, Commercial General Liability, and Workers’ Compensation lines of business in multi-state environments
• Managed, consolidated, and organized all office records and accounts.
• Chosen by Director of Sales to present life and health products to companies such as Menards, Chase bank, Kellogg’s, McDonald’s and Astra.
• Results/s