Investigations professional with strong track record in managing complex cases and ensuring compliance. Skilled in risk assessment, evidence gathering, and data analysis. Known for fostering team collaboration, adapting to changing needs, and delivering impactful results. Dependable and strategic thinker with excellent communication and leadership abilities.
Work History
INVESTIGATIONS MANAGER / LICENSED PRIVATE INVESTIGATOR (State of NE 2022)
7 Years 2 Months
Allied Universal Security Services | 05.2019 - Current
Awarded INVESTIGATOR OF THE YEAR (out of 400 candidates) first year and two years later (among additional accolades)
Utilizes complex and intricate variety of skills to conduct Workers’ Compensation and Special Investigative Unit (SIU) investigations
Promoted to TRAINER within first six months in the field
Oversaw management operations of assigned personnel, including training and development to enhance employee performance and knowledge
Conducted complex Worker’s Compensation and Special Investigative Unit (SIU) investigations utilizing a variety of specialized skills
Trained new employees in operational procedures and best practices during initial six months of employment.
Honored with Investigator of the Year award for outstanding achievements among 400 candidates in first year and again two years later.
Advanced to manager position after demonstrating leadership and operational excellence in second year of employment.
FINANCIAL ADVISOR
1 Year 4 Months
MetLife | 01.2018 - 05.2019
Completed NASAA 6, 63 Securities Series, Life & Health, and Property & Casualty Insurance Licenses within three weeks, enhancing professional qualifications
Evaluated client needs and recommended products to strengthen relationships.
Developed tailored financial plans to meet client needs and goals.
Provided expert advice on investment strategies and risk management.
Analyzed market trends to optimize client portfolios and asset allocation.
PARALEGAL
1 Year 4 Months
Keller Rohrback, LLP | 09.2016 - 01.2018
Sole administrative support for two tax and securities partners at prominent law firm, managing schedules, proofreading and editing, dictation, legal research, SEC filings, drafting board meeting minutes and holder certificates and maintaining files for efficient retrieval
Conducted legal research to support case preparation and document drafting.
Assisted attorneys with trial preparation, including organizing exhibits and witness files.
Reviewed and analyzed contracts for compliance with legal standards and firm policies.
CLIENT RELATIONS SPECIALIST
5 Years 1 Month
Teleski Ski & Golf Club | 06.2011 - 07.2016
Delivered extensive services to VIP clients to enhance their experiences.
Cultivated strong client relationships through effective communication and personalized service strategies.
Executed conflict resolution techniques to address client concerns, enhancing customer satisfaction and loyalty.
Collaborated with team members to streamline onboarding processes for new clientele, improving efficiency.
Education
Bachelor’s Degree - Criminal Justice
Arizona State University | Tempe, AZ | 01-2007
Skills
Fraud Investigations
Risk Assessment
Regulatory Compliance
Evidence Analysis
Interviewing Analysis
Critical Thinking
Report Writing
Team Collaboration
Timeline
INVESTIGATIONS MANAGER / LICENSED PRIVATE INVESTIGATOR (State of NE 2022)