Dynamic Senior Manager with proven expertise in strategic planning, cross-functional collaboration, and operational efficiency. Known for mentoring teams and driving organizational improvements that enhance performance and turnaround times.
Overview
10
10
years of professional experience
Work History
Senior Manager
World Financial Group, Inc.
1997.01 - 2026
Led cross-functional teams to develop and implement strategic financial plans.
Mentored junior managers, fostering professional development and enhancing team performance.
Analyzed market trends to identify growth opportunities and inform decision-making processes.
Streamlined operational workflows, improving efficiency and reducing turnaround times.
Collaborated with executive leadership to align business strategies with organizational goals.
Oversaw budgeting and forecasting activities, ensuring alignment with financial objectives.
Collaborated closely with peers from other departments to drive organizational success jointly as one cohesive unit.
Senior Life Underwriter
Primerica
1987.06 - 1997.01
Evaluated risk factors and assessed applications for insurance coverage.
Analyzed financial documents to determine applicant eligibility and policy terms.
Collaborated with agents to clarify underwriting requirements and resolve issues.
Utilized underwriting software to streamline application processing and decision-making.
Implemented process improvements that enhanced turnaround times for policy approvals.
Documented underwriting decisions and provided evidence of compliance with applicable regulations.
Made approval and denial recommendations by determining accurate risk levels.
Education
Bachelor of Science - Accounting And Finance
State University of New York, College At Brockport
Brockport, NY
1980-05
Skills
Strategic planning
Cross-functional collaboration
Operations management
Cross-functional team coordination
Data-driven decision making
Documentation and reporting
Troubleshooting and problem resolution
Data analytics
Organizational improvement
Teamwork and collaboration
Team leadership
Accomplishments
Supervised team of 23 staff members.
Resolved product issue through consumer testing.
Collaborated with team of 19 in the development of Financial Academy.
Timeline
Senior Manager
World Financial Group, Inc.
1997.01 - 2026
Senior Life Underwriter
Primerica
1987.06 - 1997.01
Bachelor of Science - Accounting And Finance
State University of New York, College At Brockport