Summary
Overview
Work History
Education
Skills
Certification
Willingtorelocate
Workauthorization
Additionalinformation - Volunteerwork
Assessments
Affiliations
Timeline
BusinessAnalyst
Kathryn Neill

Kathryn Neill

Louisville,KY

Summary

Becoming a Sr. Systems Analyst and Sr. Project Manager for Hughes Tool Co (for Howard Hughes) (and Dr Frist) at Hospital Corp of America was an education and blessing I’ll always treasure. Relying on my own resources, I then went on to establish a multi-million dollar AT&T branded Security & Automation business which was sold for a profit after 15 years. A value developed from this entrepreneurship was having 100% employee retention. I then went on to design multiple solutions Consulting for Hospitals, Physician Enterprise Offices and Long-term-care. This developed a desire to help Seniors with Long-Term-Care Insurance and inspired establishing an Insurance Agency which could help all ages find security, protection, wealth and passing on family legacies.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Life Insurance Agent

Symmetry Financial Group
09.2021 - Current
  • Licensed Life Insurance Agent with experience in Term, Custom Whole Life, Long Term Care, Annuities, Disability and Accident Ins, and more.
  • Role was Compliance, Training, Networking, Appointment Setting, utilizing Sales Force and MS Office, selling Life and Health products mostly virtually.

Life Insurance Agent

New York Life Insurance Company
01.2023 - 05.2024
  • Licensed Life Insurance Agent selling Term, Custom Whole Life, Long Term Care, Annuities, and others.
  • Role was Training, Networking, Appointment Setting, utilizing Sales Force & MS Office.
  • Met with clients, Closed and submitted sales, trained on NYL products, Securities licenses (SIE, 6, 7), and Compliance, while 25-40% of each day spent in training re: NYL processes.

Chief Operating Officer

Applied Physics Development
09.2018 - 08.2021
  • Oversaw day-to-day operations to keep organization running smoothly while meeting business goals.
  • Negotiated contracts and agreements to secure favorable terms and maximize profits.
  • Promoted a positive corporate culture by implementing employee engagement programs that recognized achievement and fostered collaboration.
  • Negotiated favorable vendor contracts for cost-effective procurement solutions that supported business growth objectives.
  • Drove revenue growth with the successful launch plan of new products and services to meet customer needs.
  • Identified and pursued business development opportunities to grow organization and increase revenue.

Graduate Student

Johns Hopkins University
09.2017 - 09.2018

Coursework towards MBA (concentration in Information Systems) included Statistics, Business Information Systems, and Accounting. JHU cancelled IS program at end of 2018.

Strategic Account Manager

Ricoh USA
05.2012 - 06.2017
  • Consultative Sales in Healthcare (Hospitals, Clinics, and Sr Care Facilities) for CHI, KYOne Health, 10 hospitals, 102 Physician Enterprise Offices and 120 Senior Care facilities.
  • Designed and presented $2M cost saving solution for each location above. Presented thousands of collected data using Pivot Tables.

Education

B.B.A. - Business Information Systems

Eastern Kentucky University
Richmond, KY

Graduate studies - MBA in Business Information Systems

Johns Hopkins University
Baltimore, MD

Graduate Studies - MBA in Business Information Systems

University of Maryland-College Park
College Park, MD

Skills

  • Business Development
  • Management
  • Customer Support
  • Life and Health Licenses in 6 states
  • Finance and Accounting

Certification

Insurance Producer License

Willingtorelocate

  • Chicago, IL
  • Shelbyville, KY
  • Southern Indiana

Workauthorization

Authorized to work in the US for any employer

Additionalinformation - Volunteerwork

  • Big Brothers Big Sisters-3 years
  • CASA, Court Appointed Special Advocate-3 years
  • Board of Directors, Unity of East Louisville-Current engagement

Assessments

  • Cleaner fit, Proficient, January 2023
  • Work style: Reliability, Proficient, January 2023
  • Outside sales, Proficient, December 2022

Affiliations

NAIFA- national Association for Insurance and Financial Advisors.

Timeline

Life Insurance Agent

New York Life Insurance Company
01.2023 - 05.2024

Life Insurance Agent

Symmetry Financial Group
09.2021 - Current

Chief Operating Officer

Applied Physics Development
09.2018 - 08.2021

Graduate Student

Johns Hopkins University
09.2017 - 09.2018

Strategic Account Manager

Ricoh USA
05.2012 - 06.2017

B.B.A. - Business Information Systems

Eastern Kentucky University

Graduate studies - MBA in Business Information Systems

Johns Hopkins University

Graduate Studies - MBA in Business Information Systems

University of Maryland-College Park
Kathryn Neill