Dynamic professional specializing in client engagement and team leadership. Known for delivering impactful insurance product education and fostering strong client relationships, ready to enhance organizational growth and client satisfaction.
Work History
Regional Producer
2 Years
AO Globe Life | Phoenix, Arizona | 09.2024 - Current
Educated clients on life insurance products and benefits, enabling informed decision-making.
Built relationships with clients through effective communication and follow-ups.
Collaborated with underwriters to assess risk factors for policy approvals.
Participated in training sessions to enhance product knowledge and sales techniques.
Evaluated current financial situation of clients before recommending any policy changes.
Provided leadership and training for new agents regarding industry best practices and company policies.
Monitored policy renewals and engaged clients to discuss options, enhancing client retention.
Information Technology Specialist
5 Years 2 Months
Greystone Programs | Hopewell Junction, New York | 07.2019 - 09.2024
Delivered technical support for software applications, enhancing user experience across departments.
Resolved hardware and software issues promptly, minimizing downtime for users.
Installed, configured, and maintained computer systems, networks, printers, and other related equipment.
Collaborated with teams to streamline IT processes, resulting in improved system efficiency.
Performed system upgrades to ensure optimal performance.
Served as first point of contact for incoming technical service calls and emails.
Developed user guides and documentation for internal technology solutions.
Analyzed support tickets to identify trends and recommend product improvements to the development team.
IT Analysis
13 Years 4 Months
The Bank of New York Mellon | New York, New York | 10.2005 - 02.2019
Provide front line and second line support for the Trading Floor and back office which includes 1000+ workstations 100+ serversand 600+ users (Foreign exchange, Capital Markets, Derivatives, Pershing, and Fed Desk).
Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
Coordinated planning and execution of the Trading Floor relocation project.
Prioritized and organized tasks to achieve service goals effectively.
Identified the needs of customers promptly and efficiently.
Provide front line and second line support for the Trading Floor and back office which includes 1000+ workstations 100+ servers
and 600+ users (Foreign exchange, Capital Markets, Derivatives, Pershing, and Fed Desk.)
Maintained updated knowledge through continuing education and advanced training.
Technical Analyst Consultant
6 Years
Citywide Technology - The Bank of New York Mellon | New York, New York | 10.1999 - 10.2005
Managed IT setup and service requests for the Global Markets Trading Floor.
Troubleshoot IT infrastructure issues and work with service providers to help repair.
Administer user accounts for system access and permissions, keep track of changes, and perform onboarding procedures.
Analyzed incident trends and recommended strategies to the team lead, aiming to reduce incident rate and improve user support.
Collaborated with developers to document workload, enhancing system support.
Developed documentation for common processes for both support staff and end users.
Responded swiftly to customer inquiries and resolved issues effectively.
Displayed courtesy and strong interpersonal skills in all customer interactions.
Maintained a calm, professional demeanor when faced with high demand, high volume workloads.
IT Technical Management Information Systems
9 Months
The Department of Buildings | New York, New York | 01.1999 - 10.1999
Administered, deployed, and installed computers, monitors, software, and network printers to support organizational operations.
Managed and troubleshot Windows 95, 98, NT, Novell Client 32, Novell Group Wise, and MS Office environments.
Maintained and repaired computers and printers across various departments in five boroughs, ensuring operational continuity.
Compiled and distributed resolution status reports to stakeholders, ensuring clear communication of progress.