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Work Background
ExamWorks Document Retrieval
VP, Finance
Jun. 2024
Tampa, Florida, United States
Leviat in North America
VP, Finance- Regional CFO
Feb. 2021 - Jun. 2024
Riverview, Florida, United States
Clayton Services
VP, Finance
Jan. 2020 - Feb. 2021
Tampa, Florida
Clayton Services
AVP, Financial Operations
Jan. 2019 - Jan. 2020
Tampa, Florida
Clayton Services
Senior Director, FP&A and Client Invoicing
Sep. 2016 - Jan. 2019
Tampa, Florida
Clayton Services
Director, FP&A
Jan. 2014 - Sep. 2016
Shelton, Connecticut
Clayton Services
Senior Analyst, FP&A
Jan. 2012 - Jan. 2014
Clayton Services
Analyst, FP&A
Oct. 2009 - Jan. 2012
Shelton, Connecticut
GE
Mutual Fund Operations Analyst
Apr. 2008 - Oct. 2009
Manage the relationship between the India based call center and Mutual Fund clients as well as GE VIPs.
Genworth Financial
Operations Principal and Supervisor
May. 2006 - Apr. 2008
Manage the processing of client accounts for the back office of a Broker/Dealer. Review paperwork for suitability requirements for a wide range of client investment choices.
GE
Sr. Operations Representative
Sep. 2003 - May. 2006
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