Multi-talented Senior Manager well-versed and highly effective at developing, executing and directing key improvements to enable business enhancements and growth. Visionary leader with solid success leading business operations toward growth.
Overview
20
20
years of professional experience
4
4
years of post-secondary education
Work History
Senior Manager
Charles Schwab
Lone Tree
12.2018 - 04.2024
Led cross-functional teams to implement strategic initiatives and improve operational efficiency.
Developed training programs for staff to enhance skills and knowledge in financial services.
Analyzed market trends to inform investment strategies and optimize client offerings.
Manager
Charles Schwab
Lone Tree
05.2015 - 12.2018
Led a team to implement investment strategies for client portfolios.
Developed training programs to enhance staff knowledge and performance.
Managed client relationships to ensure satisfaction and retention.
Risk Analyst
DISH
Englewood
12.2011 - 05.2015
Analyzed risk factors impacting operational efficiency and profitability.
Developed risk assessment reports for internal decision-making processes.
Collaborated with cross-functional teams to identify potential business risks.
Senior Claims Adjuster
Unitrin Insurance
Vista
12.2007 - 04.2010
Evaluated insurance claims for accuracy and completeness.
Conducted interviews with claimants and witnesses to gather information.
Reviewed policy documents to determine coverage eligibility and limits.
Illustration Developer
Audatex North America
San Diego
03.2007 - 11.2007
Developed software solutions for automotive claims processing systems.
Collaborated with cross-functional teams to enhance product features.
Implemented coding best practices to improve software quality.
Senior Claims Adjuster
Progressive
Carlsbad
04.2004 - 03.2007
Evaluated insurance claims for accuracy and completeness.
Conducted interviews with claimants and witnesses to gather information.
Reviewed policy documents to determine coverage eligibility and limits.
Education
Bachelor of Arts - Economics And Political Science
Western Colorado University
Gunnison, CO
08.1999 - 05.2003
Skills
Strategic planning
Financial analysis
Investment strategies
Risk management
Timeline
Senior Manager
Charles Schwab
12.2018 - 04.2024
Manager
Charles Schwab
05.2015 - 12.2018
Risk Analyst
DISH
12.2011 - 05.2015
Senior Claims Adjuster
Unitrin Insurance
12.2007 - 04.2010
Illustration Developer
Audatex North America
03.2007 - 11.2007
Senior Claims Adjuster
Progressive
04.2004 - 03.2007
Bachelor of Arts - Economics And Political Science