Experience

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  Macy's

  Oct 2004 - Dec 2007

  Sales associate, women's shoes dept.

  Assisted women in finding the right pair of shoes for their needs. Provided outstanding customer service by being informative of our products and receptive to the customer's desires. Refined my communication skills and learned to be successful in a diverse work environment. Trained new hires in inventory layout, product knowledge, and customer service.

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  The princeton review

  Sept 2007 - Jul 2010

  Tutor and proctor

  Provided general guidance to high school students and developed a comfort level regarding SAT structure. Developed lesson plans utilized by entire department and proctored exams. Increased student test results by over 300 points on average

• 

  Los angeles dodgers

  Mar 2008 - Jun 2012

  Merchandise sales

  Continually surpassed sales goals and Increase overall sales from 2011 to 2012 by 53%. Provided welcoming and informative customer service along with comprehensive product knowledge, coupled with low-pressure sales techniques. Determined inventory levels by analyzing sales figures and surveying product popularity from customers. Managed daily finances and inventory. Coordinated warehouse purchases. Trained sales associates on refining their customer service techniques.

• 

  American enterprise institute

  Jan 2011 - Apr 2011

  Community organizer

  • Spearheaded dialog and debate on relevant issues via social media, and linked them to our articles and research, which covered those respective issues• Assigned to write synopses for all our published works, posted them to the website and attached links to our related articles• Negotiated press releases of our works; utilized relationships with major media in print and television; organized television interviews and publications• Was selected to perform data analysis of our audience’s interests and projected growth, used this to create social media ads and managed their cost and performance• Chosen to create the daily newsletter sent out to over 150,000 subscribers• Cut costs by converting all of our 1,000’s of media files to a new system format Show less

• 

  Pacific life

  Apr 2014 - Mar 2024

  • Acts as a liaison between business users and technology development teams, analyzing complex business problems, transforming them into platform and system requirements to improve the external user.• Partners with business as a technical subject matter expert (SME) to design and implement streamlined applications and data solutions for order entry, data feeds, user SSO, contract management, and platform innovation.• Utilizes deep expertise in Annuity Order Entry platforms, particularly FireLight, demonstrating a strong understanding of DST/DTCC standards and data delivery processes (POV, FAR, and Fanmail).• Took charge of FireLight platform as Subject Matter Expert, integrating new distributors, implementing enhancements, and boosting annual transmitted amount from $40 million (2018) to $860 million (2019).• Manages FireLight platform deployments as Release Manager.• Product Owner of forms implementation across all AOE platforms and EDI.• Collaborates with architects, ensuring technical solution designs align with CRM system architecture and achieved business partners’ requests.• Coordinates strategy with various business units to support sales ideas, product updates, and marketing themes, positioning PL creatively and expertly with partners and firms.• Contributes expertise to Digital Transformation initiatives• Lead the successful IMO Implementation on AOE, a significant Core 4 project for 2019.• Championed the RIA Business Channel Implementation on AOE, supporting new products and business partners.• Manages multiple initiatives simultaneously, effectively shifting priorities as needed in a fast-paced environment.• Cultivates and maintain strong business relationships with key partner firms and their users at all levels, ensuring alignment with their needs and preferences.• Experienced in Agile Methodology (Kanban, Scrum, MOB programming, etc.) as both a Scrum Master and Product Owner. Show less • Provided expert assistance to Broker/Dealers, Registered Representatives, and Owners, offering insights to avoid potential conflicts impacting programs/benefits, taxable consequences, and compliance/legal issues.• Ensured the accuracy of information provided, adhering to IRS, State, Department of Insurance, and proprietary Broker/Dealer guidelines.• Executed financial trades, meticulously processing transactions while adhering to market timing and FINRA/SEC regulations.• Utilized internal systems effectively to access information and mitigate risk.• Verified and corrected internal documentation and procedures, leading a group of 4 in overhauling Product and Rider documentation for enhanced effectiveness and clarity.• Represented CS as the Project Analyst for iNet, an ongoing project to enhance the Annuities website, responsible for analyzing issues, drafting Technology requests (TRs), and monitoring progress. Show less

  • Sr. Business Systems Analyst

    Apr 2017 - Mar 2024

  • Sr. Annuity Product Coordinator

    Apr 2014 - Apr 2017
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  Delaware life insurance company, a group 1001 company

  Apr 2024 - now

  Systems analyst consultant