Detail-oriented and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
1
1
Certification
Work History
Intellectual Property Broker
Aon
2022
Demonstrated a high level of expertise surrounding intellectual property risk transfer products that help companies mitigate their existing and future IP risk exposures
Served as a liaison between prospective clients, insurance carriers and individuals in various solutions lines across Aon to procure intellectual property insurance policies
Developed strong relationships with clients and insurance carriers, earning their trust and loyalty through consistent and effective communication.
Utilized advanced technology tools to streamline operations and improve efficiency within the brokerage team.
Designed presentations and marketing collateral to promote intellectual property liability insurance products.
Financial Analyst Intern
Joseph's Bakery
2021
Performed detailed data analysis to identify areas for cost reduction and increased profitability.
Contributed to the development of strategic financial plans, leading to improved long-term business performance.
Maintained an accurate database by verifying information and recording new information when needed.
Conducted financial modeling and analysis to identify and assess risks in business operations.
Education
BBA - Actuarial Science
University of Wisconsin - Madison
Madison, WI
2022
Skills
Microsoft Office
Risk Mitigation
Analytical Skills
Python Programming
Excel Functions
R Programming
Certification
Licensed Property & Casualty Insurance Broker - New York