Qualifications

Executive assistant and office manager with strong interpersonal skills. Proven
contributor who improves the organizations bottom line with the unique ability
to positively impact the businesss productivity. Self Starter. Extensive experi
ence in a variety of financial/insurance industry concepts, practices and proced
ures both in a home office and agency environment. The combination of knowledge
and judgment allow me to influence and accomplish corporate goals. Able to lea
d and direct the work of others. Excellent communications skills and works well
with all levels of personnel.
Professional Experience
PRIVATE CLIENT GROUP LLC, New York, New York
Office Manager and Executive Assistant to Managing Partner (September 2009 pres
ent)
Manage and train all sales assistants and producers on guidelines pertaining to
the operation of PCG. Improve agent productivity and create opportunities for c
ross selling thru organization of new client data, arranged exams, completed app
lications. Act as liaison between producers and various Insurance and Financial
firms so that the producer could be focused on their productivity.
Assist Managing Partner with event planning, meeting scheduling and travel arra
ngements.
Responsible for confidential and time sensitive material including budget analy
sis and personnel matters.
Manager of Advanced Planning Group and eMoney System Administrator (September 20
08 present)
Assist Sr. Partner of Advanced Planning division of PCG to set goals, monitor b
udget and maintain division data base.
Increase division productivity and accountability via data base and communicati
on with planner.
Manage the eMoney software program at PCG. This involves entering data from de
tailed factfinders into the eMoney software system to create presentations for c
lients involving such topics as Human Life Value, Estate Planning and Insurance
Needs.
Work directly with client to set up client website to monitor their financial s
ituation, manage alerts and be the liaison between the client and advisor when a
lerts have been triggered.
Edit, design and promote Advanced Planning Newsletters, marketing material and
data gathering forms.
STRATEGIES FOR WEALTH A GUARDIAN LIFE AGENCY, New York, New York
Sales Assistant (June 2006 to September 2008)
Improved agent productivity by organizing client data, arranged exams, complete
d applications, followed cases thru underwriting, met delivery requirements by b
eing liaison between producer and client.
Performed ongoing client service for all existing and new clients without agent
input.
Created Excel spreadsheets for mass mailings and tracking client new business s
tatus.
Ran illustration quotes for a variety of Insurance products from numerous insur
ance companies.
MONY LIFE INSURANCE COMPANY, New York, New York
Executive Administrative Assistant (January 2003 June 2004)
Created data spreadsheets and analyzed call tracking for purposes of revenue ge
neration.
Handled variety of situation and conflict resolution involving administration f
unctions including working with fee based financial planners and resolving case
support conflicts in the absence of the VP.
Responsible for confidential and time sensitive projects concerning reorganizat
ion of the Advanced Planning division.
Relieved the VP of administration type functions to increase the time the VP ha
d available for executive level responsibilities.
GUARDIAN LIFE INSURANCE COMPANY, New York, New York
1035 Exchange Specialist (August 1992 May 2002)
Facilitated the transfer of the cash value of life insurance policies from othe
r companies into Guardian Life insurance policies.
Reviewed life insurance applications and related paperwork to insure validity o
f the 1035 Exchange.
Coordinated with Guardian agents, the Guardian underwriting department and othe
r insurance companies to ensure timely process and correct transfer of funds fro
m existing life insurance policies into a new Guardian policy according to IRS r
egulations and company practices.
LICENSES: New York, New Jersey and Connecticut Life and Health Insurance
SKILLS: Microsoft Word, Excel, Power Point, Outlook, Lotus Notes, eMoney