Experience

• 

  General brokers

  Aug 2013 - Oct 2014

  Insurance agent

  • sell policies that protect vehicle owners from financial loss through damage, car accidents or motor vehicle theft• communicate with clients or insurance companies• creating and offering individual offers to customers

• 

  Fxcm

  Jul 2015 - now

  • Sorting, renaming, and reformatting incoming requests via enterprise email and/or fax• Document identification and data entry (includes entering customer information and correspondence via email)• Performing daily tasks related to preparing reports, client documentation and request organization, semi-automated back office processing, and reconciliation• Assisting with multiple projects as assigned• Ad-hoc report generation• Creating and maintaining team policy resource guides• Development track to assist with reporting, research, and related projects using Excel and internal software• Development track to follow up on audit requests and investigate client accounts in regards to internal and regulatory requests • Other tasks as they arise Show less

  • Vice President of Retail Operations

    Feb 2024 - now

  • Assistant Vice President of Operations

    Dec 2018 - Jan 2024

  • Operations Administrative Workload Coordinator

    May 2016 - Nov 2018

  • Operations Administrative Support Representative

    Jul 2015 - Apr 2016
• 

  Tradu

  Feb 2024 - now

  Vice president of retail operations