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Work Background
Lincoln InvestmentRegistered Representative
Jun. 2023 - Jun. 2024With over 50 years of proven industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker-dealer. Our network has grown to over 1,000 financial advisors nationwide, and we serve the diverse financial needs of over 355,000 clients representing over $46.0 billion in assets. At Lincoln Investment, we treat each client relationship as the most important part of our business. We live by our core values - honesty, integrity, respect, diversity, cooperation and a commitment to succeed - and incorporate them into everything we do.
CNO Financial GroupOptavise Sr Employee Benefits Processor
Mar. 2023CNO provides life and health insurance, annuities, financial services and workforce benefits solutions through our family of brands. Optavise is a one-stop-shop for employee benefits programs, offering a combination of products, technology, and expert guidance—all from one company. As Senior Employee Benefits Processor, I embrace a pivotal role in guaranteeing the accurate processing of member benefits, ensuring that our members receive timely responses, and upholding our commitment to superior client service. My focus is to leveraging my experience to streamline our operational processes, enhancing efficiency in our ongoing servicing efforts.
Healthcare Web SolutionsEmployee Benefits Specialist
Jan. 2023
New York Life Insurance CompanyInsurance Agent
May. 2021 - Jan. 2023New York City Metropolitan AreaAgent licensed to sell insurance through New York Life Insurance Company, specializing in custom-tailored solutions including insurance protection, retirement planning, college funding and small business benefits planning and insurance strategies.
SingleCut BeersmithsHead of Finance, Human Resources & Legal Compliance
Apr. 2015 - Jun. 2020Astoria, NYAccountable for the administrative, financial, and risk management operations of the company, to include the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results. - Participate in key decisions as a member of the executive management team. - Ensure that the company complies with all legal and regulatory requirements and that record keeping meets the requirements of auditors and government agencies.
- Monitor cash balances and prepare financial reporting. Maintain banking and investors relationships.
- Plan, develop, organize, implement and evaluate the business fiscal function and performance.
- Financial, legal and tax due diligence. Maintain tax records, file and pay tax liabilities. Work with CPA on Corporate Taxes.
- Advise from the financial perspective on any contracts into which the Company may enter. Provide information and advice on or negotiate the financial aspects of any legal dispute or action.
- Create annual budgets and forecasts, including identify major drivers and opportunities/risks.
- Analyze, understand, and explain to relevant parties’ year-over-year variations of actual or projected financial results.
- Oversight of cash receipts and bank account management and reconciliation.
- Prepare clear, insightful documents to support discussions and decision-making processes. SIGNIFICANT ACCOMPLISHMENTS
- Accelerated business growth and leveraged market positioning.
- Implemented technology for better record keeping, accurate time tracking and data analysis for reporting compliance.
- Negotiated and closed funding for acquisition of production facility in (16) weeks, licensed and fully operating (12) months later.
- Implemented business model to support growing production and sustain operations at affiliated production facility.
Hunter CollegeWomen's Volleyball Head Coach
Jul. 2013 - Apr. 2016New York, NY1) Schedule, plan and direct all practices, scrimmages and contests.
2) Provide directions for training, encouragement and motivation to prepare athletes for competitive events.
3) Plan and direct physical conditioning programs that will enable student-athletes to achieve maximum performance.
4) Provide effective leadership to student-athletes to encourage both successful academic development and competitive performance.
5) Monitor the academic performance of the women’s volleyball student-athletes
6) Maintain, store and issue all equipment pertaining to the women’s volleyball program.
7) Explain and enforce safety rules and regulations.
8) Recruit Prospects that are Academically, Financially and Athletically Fit.
9) Advertise and Promote the Women’s Volleyball and Athletic Programs to local clubs and schools to establish an alternate source of quality prospects/recruits.
10) Scouting of opposing teams through statistics/data analysis, video breakdown and professional networking with other coaches.
11) Review video breakdown to evaluate individual/team performance and scout opponents.
12) Plan, organize and execute team fundraising activities as well as community service initiatives.
GlassesEtc.come-Commerce Specialist/Store Manager
Jun. 2009 - Jun. 2012Greater New York City Area- Online Catalog Management at Yahoo!, Amazon and Sears marketplaces.
- Order Fulfillment & Shipping.
- Customer Support by phone and email.
- Purchasing of merchandise and inventory management.
- Designing of custom made prescription eyeglasses and sunglasses.
- Assuring accuracy on prescription lenses and proper use of lens materials, UV coatings, Anti Glare coatings and any other specific requests made to order.
- Store Management and daily operations.
- Hiring and training of new staff members.
- Development of online features/modules for easy website navigation.
- Planning and Implementing Social Media and other marketing strategies.
Hunter CollegeBudgeting/Bookkeeping/Purchasing (Athletics Dept)
Jul. 2005 - Apr. 2016Greater New York City Area- Analyze Athletic Department budgeting and accounting reports to maintain expenditure controls. Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation. - Prepare regular and special budget reports for State Funds as well as Student Activity Funds. - Prepare annual reports for the Equity in Athletics Disclosure Act (EADA). - Prepare recommendations for the review and approval of funds requests to cover expenses with Contractual Services, Equipment, Personnel, Expandable Supplies and Traveling. - Lead Purchasing Team in researching and selecting the most cost efficient solutions for athletics supplies and equipment including uniforms, promotional items, practicing gear, fitness center machines, computer software, office furniture and other expandable supplies. - Assist Director of Facilities with facilities improvement projects including graphic designing, researching safety codes and other required specifications to make sure purchases are in compliance with NCAA regulations as well as College standards. - Follow college procurement guidelines to create and process Purchase Requisitions. Work with Vendors on timelines for receiving approved Purchase Orders as well as processing payment requests to close all open purchase orders within deadlines for State Funds and College Funds.
Pet ChauffeurBusiness Development/General Manager
Aug. 2003 - Apr. 2009Long Island City, NY- Development and management of pet supplies online retail store, orders fulfillment, inventory control and customer service.
- Website design implementing search engine optimization strategies.
- Create, implement and measure advertisement and marketing campaigns. (Google Ads, and other PPC dashboards)
- General computer maintenance (anti virus, networking, disk cleaning, etc).
- Human Resources (hiring, training, staff evaluation), Payroll Processing and Bookkeeping.
- General Office Organization, Bookkeeping and Accounts Payables/Receivables.
- Kennel Supervisor – Certified Animal Handler by the New York Department of Health.
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