
Timeline
About me
Experienced Solutions Analyst | Software Consultant | Customer Success Manager
Education

Central connecticut state university
-Bachelor of arts (b.a.) economicsActivities and Societies: Member of Omicron Delta Epsilon - International Honor Society for Economics, Economics Tutor
Experience

Aetna
Jan 1993 - Jan 1997I was responsible for the analysis, translation, and mapping of the Automatic Claim Adjudication System. I was responsible for the financial management and integrity of approximately 25 insured, at-risk accounts on a prospectively rated basis. I was responsible for the preparation of employee booklets and legal contracts explaining policyholder benefits and training/mentoring of new benefit consultants
IT Support Consultant
Jan 1997 - Jan 1997Financial Underwriter - Special Accounts Team | Small Business Market
Jan 1995 - Jan 1997Senior Benefits Consultant - Special Accounts Team | Small Business Market
Jan 1993 - Jan 1995

Pwc / pwc consulting
Jan 1997 - Jan 2002Account manager - actuarial and insurance management solutionsDivision acquired by IBM in 2002.

Ibm
Jan 2002 - Jan 2003Account manager - ibm business consulting servicesDivision acquired by Milliman, Inc. in 2003.

Milliman, inc.
Jan 2003 - Jan 2014Actuarial software consultant | client success manager - p&c insurance solutionsMilliman is a large international actuarial consulting firm. I was responsible for the daily management of all phases of client support for the software team, including software implementation, training, demonstrations, collaboration, and ongoing technical support of global actuarial software clients. I ensured the overall satisfaction of more than 200 global clients representing up to 1,000 end users of the various industry-leading actuarial loss analysis solutions (both enterprise and desktop versions of stochastic and deterministic software) we provided. Show less

Bridgeways software inc.
Jan 2015 - Jan 2016It software triage administratorI managed the triage of pre-and post-sales global Operations Risk Management software support issues and ensured that client’s questions were handled in an efficient manner. Products included Software-as-a-Service (SaaS)/Cloud monitoring solutions as well as Microsoft Systems Center Management Packs. I strategically gathered and analyzed global sales leads data, generated and presented Excel-based technical reports for the sales and management teams. I assigned prospective software customers to individual account managers. I assisted in the development and review of company marketing and technical support materials. I worked on IT projects as assigned by the CTO. Show less

Horace w. porter school
Jan 2015 - Jan 2015Substitute teacherI provided predefined instruction across all curricula to kindergarten through eighth-grade students in the absence of the regular classroom teacher.

Horace w. porter school
Jan 2016 - Mar 2018Educational paraprofessionalI established and maintained working relationships with students, teachers, faculty members, and other employees. I provided classroom modifications as stated in each student’s Individual Education Plan (IEP) and supported teachers by controlling behavioral and emotional occurrences. I provided guidance to students in independent study and corrective programs as designed by teachers.

Tighitco, inc.
Jan 2018 - Jan 2019It project leadTIGHITCO, a multi-plant aerospace manufacturing company, needed to upgrade its ERP system from an unsupported version to the latest version of Epicor. The company also needed to upgrade the existing legacy hardware and database from Progress to SQL Server.• I identified and organized the stakeholders from Sales, Engineering, QA, HR, Accounting, Shipping and Receiving, then defined their roles and responsibilities for the project.• I collaborated with Epicor and ComTec Solutions vendors to develop project plans, test plans, and rollout plans. I also developed a requirements definition plan, scope management plan, cost plan, resource management plan, risk management plan, issue management plan, communication plan, and hardware engagement plan.• I worked with the business areas, defined the requirements, developed new internal and financial processes, developed test cases and test strategies. The SQL Server-based Epicor ERP system and improved business processes were successfully delivered in 9 months to 200 ERP system users.• I provided post-implementation support to the end-users to troubleshoot and resolve issues. I was recognized by the VP and General Manager of Operations for the successful implementation of the system. Show less

Broadridge
Sept 2019 - nowSolutions analystBroadridge, a global fintech leader with over $4 billion in annual revenue, provides communications, technology, data, and analytics. I am a member of the Solution Analysis and Support group which is part of the Broadridge Customer Communications division.• I am a critical partner to our sales teams in pursuit of new business and to client services in support of our existing client base.• I provide the technical and functional infrastructure of a successful sales force.• I provide the needed support to advance the sales cycle with prospective and existing clients through the Interest to Implementation process.• I develop critical written documentation and presentations, demonstrate product business and technical functionality, deliver presentations, coordinate among technical groups to develop technical solutions, prepare cost-benefit analyses (including complex margin analysis and pricing development) and lead discussions with clients regarding product solutions.• I collaborate with our sales teams to identify the scope of new opportunities to understand the design and solution that meets customer specifications.• I participate within a team assigned to specific opportunities and focus on written documentation and technical solution development.• I provide input into solution development on common to complex opportunities.• I generate responses to RFP/RFIs, develop sales collateral, and prepare proposals.• I coordinate with senior-level management throughout the company to define and develop solutions.• I assist in building solutions to meet potential clients' needs (including defining workflow/process and identifying problems). Show less
Licenses & Certifications

Skywarn trained spotter
National oceanic and atmospheric administration | national weather service
Volunteer Experience
Volleyball Tournament Planning Committee - Past chairperson and current member
Issued by Easter Seals Capital Region & Eastern Connecticut, Inc.
Associated with Rick OrzolekCompany Chairperson and Captain
Issued by United Way of Central and Northeastern Connecticut
Associated with Rick OrzolekVolunteer Fundraiser
Issued by University of Connecticut
Associated with Rick OrzolekVolunteer
Issued by Christmas in April New Britain, Inc,
Associated with Rick OrzolekVolunteer
Issued by Aetna/Americares Homefront Day
Associated with Rick OrzolekYouth Soccer Coach
Issued by Columbia Windham Soccer Alliance on Jan 2011
Associated with Rick OrzolekBoard Member and Youth Baseball Coach
Issued by Columbia Little League on Jan 2011
Associated with Rick OrzolekYouth Basketball Coach
Issued by Columbia Recreation Department on Jan 2013
Associated with Rick OrzolekField Day Coordinator
Issued by Horace W. Porter School PTO on Jan 2012
Associated with Rick OrzolekMaintenance Committee Member
Issued by Saint Columba Catholic Church on Jan 2013
Associated with Rick Orzolek
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