
Timeline
About me
Veteran | Annuity Consultant | Licensed Financial Representative | Lover of the Simple Things
Education

University of southern indiana
-Master of business administration (mba) human resources management/personnel administration, generalActivities and Societies: Beta Gamma Sigma, SALUTE Veterans National Honor Society

Indiana university–purdue university indianapolis
-Bachelor's degree journalismActivities and Societies: Society of Professional Journalists, The Sagamore (student paper) B.A.: JournalismSecond Concentration: Political ScienceMinor: Legal Studies
Experience

Us navy
Jul 2000 - Sept 2002Radar specialistRadar specialist in ship’s Combat Information Center. Responsible for plotting ship’s course using radar equipment, detecting and tracking ships, establishing communication with ships and aircraft, distributing information through ship’s internal communication system. ► Secret Security Clearance required for this job. ► Had frequent exposure to ship’s highest-ranking officers, established positive working relationships with those officers, including the ship’s captain (commanding officer). ► Deployed to Middle East from Oct. 2001 to May 2002 during Operation Enduring Freedom and Operation Noble Eagle. ► Exposed to stressful situations and hazardous work environments. Accomplishments:★ Graduated 4th in class of 25 at radar specialist school★ Earned letter of commendation from ship’s commanding officer for navigating ship through shallow, shark-infested waters near the equator in Nov. 2001 to rescue 4 downed B-1 bomber pilots in Indian Ocean ★ Earned Enlisted Surface Warfare Specialist for demonstrating working knowledge of entire ship’s components★ Earned Sea Service Deployment Ribbon and Western Pacific Deployment Ribbon Show less

Johnson county daily journal
May 2006 - Jul 2009Sports writerSuccessfully cultivated relationships and reliable sources with professional athletes, professional sports franchises public relations staff, local coaches and athletes, in turn creating easy access for producing top-notch news content on a daily basis. ► Covered the Indiana Pacers, Indianapolis Colts, NCAA Division III Franklin College and 7 Indianapolis-area high schools.► Created a weekly flow of new stories and content for print and the news organization’s website. The amount of weekly content I produced ranged from 7-10 stories, with more than one story often running on a daily basis. ► Occasionally responsible for taking photos for stories. Accomplishments:★ 2008, 2nd place, Indiana Associated Press Managers Editors – deadline writing (tennis finals)★ 2008, 1st place, Hoosier State Press Association – best sports event coverage (state swimming finals)★ 2009, 1st place, Indiana Associated Press Managing Editors – deadline writing★ 2009, 1st place, Hoosier State Press Association – best sports event coverage (state football finals) Judges wrote: “Outstanding. The coverage of Center Grove’s state title win rivals much larger papers. Good writing by all involved. Good layouts and use of art. The promos to the Web site pushed this to the top spot.” Show less

Assurant valuations
Apr 2010 - Jun 2016Processing department managerManagerial Duties:Served as a key decision-making manager under the director for home appraisal operations. Created SOP playbooks, troubleshot new processes with IT, and provided executives with analytics and decision-support tools to be used for creating business strategies. Successfully led an assistant manager, 3 team leaders and 30 frontline employees in day-to-day execution. Analyst Duties: ► Collaborated across the organization to ensure business, technology and client contractual alignment► Created & delivered weekly & monthly financial and on-time delivery rate reporting for all clients to executive team► Worked closely with sales, operational leaders and executives to ensure smooth implementation of new client onboarding► Provided executives with analytics and decision-support tools to be used for creating business strategies► Frequently troubleshot new processes with IT prior to new client onboarding ► Used data analysis and data management tools to identify improvements to processesAccomplishments:★ Earned several promotions due to exemplary work performance★ Used project management to build strong relationships with managers, executives, and C-suite leaders ★ Closed operational gaps between departments by training with other managers to understand processes★ Created new vision for the JPMorgan account after being assigned to take it over when account was in peril ★ Solved IT / technical issues troubling USAA account in early 2015 when account was in jeopardy★ Trained new leadership staff and frontline employees in summer 2015 in startup Springfield, OH office Show less

Nsk
Jun 2016 - Mar 2017Automotive unit customer service managerLeadership Duties:Managed, trained and led the ongoing development of NSK’s automotive manufacturing account management team. Maintained collaborative relationships between sales, operations, plant planners, etc., to ensure customer satisfaction. Facilitated meetings and set expectations between account managers, sales reps, and customers to effect positive change inside the business unit. Analyst Duties: ► Delivered and maintained comprehensive data reports that protected the business unit’s profitability & on-time deliveries► Completed monthly sales analysis and financial forecasting for NSK’s automotive supply chain customers for delivery to business unit managers and executivesAccomplishments:★ Increased customer forecast accuracy for my accounts from 83 percent to 96 percent in my first 4 months with NSK★ Created 14 new standard operating procedures in first 5 months★ Became owner of 7 of the business unit’s most critical data analysis reports within first 6 months Show less

Carrington mortgage services, mortgage lending division
May 2017 - May 2018Supervisor, mortgage insurance claimsLeadership Duties:Managed and led the mortgage insurance claims process to ensure the timely preparation, filing, and follow-up on all FHA and investor insurance claims. My team consisted of 15 people. I was responsible for making hiring decisions, training employees, monitoring performance and providing the necessary tools, coaching and mentorship for development, and identifying trends and opportunities for process improvements. Accomplishments: ★ Created performance tracking reporting for the group I managed, which previously didn't exist★ Updated existing documents, developed new job aids and wrote 11 SOPs that did not previously exist in my first 4 months★ Participated on a Lean Six Sigma team implementing process improvement strategies in my department Show less

Northwestern mutual
Dec 2019 - Sept 2022Financial professional
Jpmorgan chase & co.
Sept 2022 - Aug 2023Relationship banker
Indiana estate & elder law
Dec 2023 - Apr 2024Legal assistant• Prep attorneys for meetings with existing and prospective clients (30-40 meetings per week). • Analyze documents for legal accuracy, assist clients with signing legal documents.• Monitor phone calls for proper distribution, follow-ups, setting meetings, managing Outlook calendars, etc.

Delaware life insurance company, a group 1001 company
Apr 2024 - nowAnnuity consultantOn the daily, I educate clients and answer questions regarding Delaware Life annuities. Other common discussion topics are tax implications and investment product information.One of my most important functions is executing trades and fund exchanges for clients.Outside my tasks, I treat every client as if they're the most important person I'll talk with today. BECAUSE THEY ALL ARE!
Licenses & Certifications
- View certificate

Teaching your kids about finance
LinkedinNov 2021
Volunteer Experience
Member
Issued by Beta Gamma Sigma on Mar 2018
Associated with Jeff SkirvinMember
Issued by SALUTE Veterans National Honor Society on Mar 2018
Associated with Jeff SkirvinMember
Issued by ACLU on Jul 2016
Associated with Jeff SkirvinEvent Coordinator
Issued by Special Olympics on Jul 2012
Associated with Jeff SkirvinAssistant Football Coach
Issued by Perry Meridian Youth Football League on Aug 2015
Associated with Jeff SkirvinAssistant Basketball Coach
Issued by Perry Meridian Youth Basketball League on Dec 2016
Associated with Jeff Skirvin
Languages
- enEnglish
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