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I am a resourceful and solution driven employee benefits professional with knowledge in self-funded, fully insured, alternative funding insurance programs as well as modeling benefit plan designs.  I previous experience in sales, project management, and management of third-party administrators, and alternative funding programs.  I have strong written and verbal communication skills, which I leverage to strengthen customer relationships as well as to improve product and service quality, reduce cost, and coordinate and improve team efficiency.   

Work experience

Benefits Producer/ regional sales director [student insurance]

the lewer agency
  • Develop market and business plan to expand brand presence in the Pacific West Region for both employee benefits and International Student Insurance markets
  • Strengthen current relationships in the Pacific West Region
  • Develop recruitment and retention plan for new associates for the Pacific West Region
  • Develop measurable key performance indicators to measure market expansion metrics

Director of Client Services

OakBridge Advisors, A Risk Strategies Company
  • Champion complex high-level client issues
  • Responsible for managing the account team’s development and execution of client deliverables.
  • Championing the development and implementation of organizations operational processes resulting in the successful transition into the national practice resources
  • Develop measurable key performance indicators to measure operational efficiency

Account Manager

Lockton Companies
  • Championed strategy meetings for clients communicating benefit designs and overall fiscal impact to our client’s bottom line
  • Consulted and advised on benefits benchmark and trend reports for clients
  • Consulted on potential plan design changes as well as potential private exchange solutions
  • Consulted on compliance issues related ACA and other appropriate state specific legislation

Associate Analyst

Lockton Companies
  • Create custom financial models detailing claims experience for clients
  • Created custom financial projections that included detailed projected funding requirements for self-funded clients
  • Developed custom benchmark and trend reports for clients

Account Administrator

Lockton Companies
  • Manage 15 to 20 clients assisting in day to day management of both domestic and international employee benefits.
  • Assist in marketing multiple lines of insurance coverage ranging from medical to wellness programs to create a competitive marketplace for price and service.
  • Provided project management support for the integration of a major medical plan as well as several Pharmacy carve outs for large employers (greater than 5,000 employees)

Project Manager

Growthink, Inc
  • Managed 15 to 20 clients concurrently through the engagement lifecycle that range from 2 weeks to 3 months
  • Properly assessed and valued business models for emerging to middle market companies seeking financing and growth capital
  • Obtained the highest level of consistent sales performance by maintaining an average of $55,000 of corporate revenue for 6 consecutive months
  • Managed internal recruitment for business development as well as project management interns and full-time staff

Program Manager

First Pacific International-Logistics Firm
  • Evaluated and restructured the vendor base to reduce yearly expenditures by 15%
  • Identified and captured new business within the current customer base that resulted in an increase in monthly revenue by an average of 5%
  • Championed the development of the import of plastic resin from foreign manufacturers that resulted in an increase of 30% in annual revenue

Project Manager

Applied Materials
  • Organized and documented the process for all Material planners to pull material requirements from the Brio database
  • Implemented new product pull process from our internal warehouse. Ensured repeatable and accurate product pulls by completion of a 3-month trial, formed by collaborating with warehouse technicians and internal customers 


master of divinity

biola university

Talbot School of Theology

Core: Communication, Counseling, and Executive Administration

Bachelor of Science, Industrial Distribution

Texas A&M University

Technical Electives:  Mfg. Distributor Relations, Information Control Systems, and Operations & Financial Management

Senior Project:  Arrow Electronics, Supply Chain Analysis

Active: Professional Association of Industrial Distribution

Technical Skills

MS Office  · Corporate Valuation ·  Financial Statement Analysis  · Sell/ Buy side Analysis 

LBO and Merger Modeling  ·  Health Insurance Associate (HIA) ·  CEBS (in-process) -- GBA

professional training

Time Management  ·  Negotiating to Yes  ·  Project Management  ·  Investment Banking 

Sandler Selling  ·  Sales Channel Management  ·  Corporate Development