Career Summary

Blending a plenitude of management education and experience with an empirical approach to operations and analysis, as Director of a third party administration firm, I have come to be proficient in the following: financial operations, efficiency analysis, electronic transactions, client relations, project management, social media marketing, forecasting, negotiation, auditing, conflict resolution, troubleshooting, business and internet banking, technical document creation, Affordable Care Act, COBRA consulting, compliance, budgeting, report preparation as well as marketing preparation and presentation.

Work History

Work History
Sep 2006 - Present

Director, Special Markets

Wimberly Associates, Inc.

Wimberly Associates, Inc. is a third party administration and consulting firm specializing in financial products such as Health Spending Accounts, Flexible Spending Accounts, COBRA administration and Health Reimbursement Accounts. Pertinent roles include: operations, client relations, project management, forecasting, negotiation, efficiency analysis, conflict resolution, troubleshooting, business and internet banking, technical document creation, prepaid debit card transactions and merchant category codes, Affordable Care Act and COBRA consulting, compliance, auditing, budgeting, report preparation as well as marketing preparation and presentation, 35% travel

Sep 2004 - Sep 2006

Account Executive

Wimberly Associates, Inc.

 Wimberly Associates, Inc. is a third party administration vendor and consulting firm for group health benefits such as Health Spending Accounts, Flexible Spending Accounts, COBRA administration and Health Reimbursement Accounts. Pertinent roles included: customer service, enrollment, data entry, report generation, auditing, COBRA administration, billing & auditing 

Dec 2002 - Sep 2004

Manufacturing Marketing Representative

Somerset Sales

Somerset Sales is a marketing and inventory organization which provides client services to Home Depot for exclusive product lines. Representatives typically spend their days servicing three or four stores within their designated region. Pertinent roles included: inventory, employee education, marketing display placement, return to vendor decision making, peer training, 85% travel

Education

Education

Three Year Technical Diploma

Conestoga College

The Conestoga College Business Administration, Management Studies program is designed for students to gain a broad understanding of the theory and skills needed for the practical applications of modern management techniques. Classes in the intensive three year program focus on business, with few traditional electives required; students focus on business theory and then apply their learning through a multitude of projects, reports and presentations. Graduates move on into such sectors as government, banking, small business ventures, human resources, training and consulting as well as multinational organizations.

 The program is a popular choice for students aiming to move on to degree and graduate programs. Students who graduate from this three year program are eligible for transfer into the one year Conestoga College International Business Management Bachelor's Degree program.

Bachelor of Science

Daytona State College

A product of the College of Business Administration, the Supervision and Management curriculum builds from the practitioner point of view to a thorough understanding of all facets of business enterprise and command of practical management skills. Much of the curriculum was designed as a result of curriculum development panels, composed of experts from a wide variety of occupations and professions. Supervision and management courses are balanced with a theoretical foundation and a practical, applied methodology to allow students to meet learning outcomes.

Classes are taught by a multitude of decorated faculty and U.S. News has ranked the program #2 in the country amongst programs of its kind. Graduates of the Supervision and Management are prepared for higher level management and supervisory roles; possessing elite management skills, they are creative thinkers within an applied business environment, who practice behaviors in business that are centered around ethical and socially responsible relationships. The program cultivates the entrepreneurial spirit and encourages lifelong learning.

Management Manifesto

Skills

Skills

Analysis

Project Management

Operations

Accounting

Financial Accounting I & II, Cost Applications, Financial Accounting, Accounting for Managers

Forecasting

Budgeting

Client Relations

EDUCATION

Internet Banking