Experience

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  Penn medicine (university of pennsylvania health system)

  May 2013 - Aug 2013

  Corporate finance intern

  • Successfully designed a revenue recognition algorithm to reduce lag between cash flow identifications from 3 months to 1 month• Leveraged Microsoft Access and Microsoft Excel to analyze and forecast insurer payment timelines for patient procedures• Saved hospital an estimated $7,000,000 through analyzing time clock system database by identifying noncompliant departments• Mentored by the Vice President of Corporate Finance and held weekly one-on-one project update meetings

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  Mcadam financially advanced™

  Aug 2014 - Apr 2015

  Financial advisor

  • Financial advisory firm specializing in wealth management, advanced tax and insurance strategies financial planning, and business owner services• Achieved certifications for Life and Health licenses, Series 7 license, and preparing for Series 66 exam in March 2015• Utilize targeted sourcing of potential clients by identifying underserved markets• Build and maintain investors trust by taking a holistic approach to their financial needs• Design individualized financial plans for clients using Monte Carlo Simulation software• Rebalance 401k allocations taking into account risk averseness and market conditions with focus on the customers primary investment objectives• Provide ongoing consulting for clients leveraging prevailing market trends• Responsible for initial and subsequent client consultations to ideate and monitor investment strategies Show less

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  Willis towers watson's oneexchange (contract)

  Jul 2015 - Jan 2016

  Operations benefits advisor

  Worked in a consultative capacity to help determine each unique benefits recipient’s financial and healthcare needs and present appropriate plans accordingly. Practical understanding of the components of both Medicare Supplement plans, Medicare Advantage, and Prescription Drug Plans and the ability to guide a Medicare recipient to an appropriate choiceAppointed and certified by every major insurance carrier and numerous regional carriersAble to thoroughly and patiently explain to benefit recipients what to expect during their upcoming transition from group to individual Medicare coverage Show less

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  Sedgwick

  Feb 2016 - Jan 2019

  Claims examiner iap

  Work on behalf a client to resolve their outstanding liabilities in a compliant and cost-effective mannerHandle escalated complex matters, such as improper appliance installations, not resolvable by in-house client staffLead collaboration across Sedgwick, client in house risk department, defense, and the plaintiff attorneys to reach an amicable resolutionSelected for Industry Advance Program and received two weeks of leadership training in MemphisValue added service helping new client identify areas of opportunity and provided actionable steps to bolster weaknessSuccessfully met all licensing requirements for 47 states in a regulated environment while complying to each states unique statutesChosen as Colleague Club President by management where I planned events, and fundraisers targeted to boost office moraleNegotiate favorable resolutions with plaintiff attorneys on complex product defect claims within client granted authorityDetermine exposure on catastrophic events and facilitate with all involved parties to establish a proactive defenseConsistently achieve client satisfaction while developing a unique approach to meet their needs to ensure contract renewal Show less

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  Cornerstonepeo

  Jan 2019 - now

  Director of operations

  Underwriting prospective business for full PEO services with National capability.