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Life Insurance Data

Charlotte, North Carolina, United States
March 08, 2019

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p: 704-***-**** e: l:


Strategically aligning technology and innovation to optimize business performance

Skills & Competencies

Patch Management Test Plans

Procedural Documentation

Support Documentation

ITIL Principles

PowerShell OneDrive

Scripting Computer Science

Exceeding Business Requirements

Responding to Unplanned Outages

Writing Technical & Support Documentation

On-Premise & Hybrid Microsoft Exchange – Office 365

Trusted client advisor and technical evangelist: Transformational IT strategy advisor with 30+ years of experience championing strategic, operational, and technological solutions to solve large and complex problems.

High-performance leader: Strategic leader with a reputation for motivating and inspiring teams through the fast and efficient implementation of emerging technology innovations that raise revenues, decrease costs, and improve efficiencies.

Reliable and resourceful visionary: Solutions oriented architect known for uncovering hidden opportunities, directing groundbreaking strategies, and forming strategic alliances with C-Suite business leaders.

Security Patch Management • Technical Support • Project Management • Problem Solving

Office 365 Expert • Quality Control • Software Integration • Systems Administrator


Barry, Evans, Josephs & Snipes Charlotte, NC

Director, Technology Sr. Client Service Associate July 2008 – Present

Purchased, implemented and provide ongoing maintenance to technology infrastructure which includes VoIP telephones, Windows server(s) (including Windows Server 2012), laptop/desktop units, printers, work centers and Office365, including upgrades and divestitures. Establish protocols for disaster recovery and continuous data backups. Physical and electronic organization of client data. Systems administrator to company database which manages, clients, opportunities, assets and commissions.

Ongoing client service support to approximately 150 high net worth individual, multi-generational and corporate clients and work in a team environment

Successfully, and independently, transitioned approximately 400 client electronic and paper files with less than 1% data loss

Creation of 2 hybrid remote/offsite offices simulating in office appearance (Clients are unaware of the remote employee)

Implemented cost effective use of external vendors to manage day-to-day server and system maintenance

Migrated inhouse Exchange server to Office 365 resulting in easier access to email by remote employees and those traveling with less down time

Extensive experience in PowerPoint, Excel (including pivot tables, formulas, and some use of developer tools), Word (including templates and mail merges), Access database management, Microsoft Teams, SmartOffice, 15+ Carrier software programs, Citrix Sharefile, Snag-IT, Mitel and FortiVoice VoIP phone systems, Cisco and Fortigate Firewalls, Switches (HP, Cisco and Fortinet), Dell Servers, Dell Laptop and Desktop, Microsoft Surface Pro, Microsoft Exchange, Canon and Xerox Work centers, Adobe Acrobat DC, QuickBooks and Quicken, Microsoft Project, WebEx, GoToMeeting, Skype, EBIX SmartOffice (reporting, administrator, trainer and SME)

Charon Planning Group Charlotte, NC

Client Service Associate November 2007 – June 2008

Purchased and implemented SmartOffice database to act as CRM and service platform for life and disability policies which also included system administrator. Only client service employee to administer various employer sponsored benefit plans (ie. endorsement split dollar, 457 Plans and employee bonus plans.) Multitude of duties included pro-active servicing for enrollment and reporting along with handling terminations and policy owner service items.

Extensive experience using Excel which included macros, pivot tables and formulas; Word including templates and mail merges, Adobe Acrobat, E-Z Data SmartOffice, SharePoint

Carolina Tractor & Equipment Company Charlotte, NC

Corporate Tax Analyst May 2007-November 2007

Central point of contact for tax preparers to funnel questions. Responsibilities included managing and organizing tax files for approximately 10 trusts, 6 individuals and 10+ companies. Compile daily banking for CFO and Controller to manage and project daily/weekly cash flow. Validated insurance premiums were paid in a timely manner and analyzing death benefit/cash value ratio by entity and beneficiary

Instrumental in modernizing technological solutions resulting in labor cost savings and uncompromised efficiency while motivating previously stagnant IT staff

Precisely reconciled 10 trust and 4 operating accounts monthly including electronic transactions

Streamlined process for reconciling disbursement account (check reconciliation) by utilizing the accounting application to daily reconcile transactions; validated and reconciled approximately 2000 processed check transactions

Purchased and installed 3 key pieces of software – Adobe Acrobat 8.0 Professional for data storage, QuickBooks to manage and reconcile the 10 trust accounts and VersaCheck to provide check creation for the trust accounts without purchasing 10 different sets of checks

Extensive experience using Excel which included pivot tables and formulas; Word including templates and creating user instructions, PowerPoint training

Wachovia Insurance Services Charlotte, NC

Business Unit – IT Liaison January 2005 – May 2007

Instrumental in providing insurance best practice knowledge to align all lines of Wachovia’s life insurance practice to the same standards. Primary responsibilities included systems administration for the ASP Contact Management System (CRM) database and standardizing workflow & training materials. Instrumental in capturing workflow enhancements, providing guidance through best practices in all areas of the life insurance industry and documenting the processes. Facilitated training through written materials and on-line training for entire department. Served as intermediary liaison with the ASP software vendor and Wachovia’s IT department and the business unit.

Migrated 30 sales reps and their business clients to new CRM with zero downtime

Served as primary go-to for technical support & application review for data integration and data integrity compliance

Supported business unit and corporate reporting in data extraction activities and in the utilization of Microsoft products including Access and Excel for data analysis

Provided first line help desk support for ASP application, Microsoft Office products and Wachovia software applications, in addition to Carrier Software

Extensive experience in Excel working with formulas, macros, pivot tables; Word to create system documentation, templates, mail merges and client insurance manuals; PowerPoint; Outlook and Lotus Notes; SharePoint; E-Z Data (SmartOffice); Sagitta; Scanning hardware; Access (user, administrator and developer); Visio; SmartDraw; Microsoft Project; some experience with utilizing developer tools in Excel

Barry, Evans, Josephs & Snipes, Inc. Charlotte, NC

Assistant Vice President Plan Management Coordinator May 1989 – December 2004

Managed select affluent clients in respective life insurance portfolio. Responsible for providing pro-active service to meet the needs of attorneys, accountants, owners in conjunction with the client’s overall wealth/funding objectives. Provided research related data presentations and interviewed vendors to purchase five (5) document centers to improve company communications, data storage and maintenance. Subject matter expert for training, tips and techniques with software, database and spreadsheet applications along with insurance (carrier and product) technical training on an on-going basis. Maintained materials including technical manuals with written instructions that are updated as processes changes, PowerPoint sessions both group and one-on-one training along with the use of Live Meeting.

Experienced user of FDP (SunSystems), worked with the vendor to improve processes, data integrity, enhanced reporting features and break/fixes; Excel using formulas, macros and pivot tables; Word for templates and mail merges; Access administrator and technical support for a customized commission database; Carrier software for upwards of 10+ Carrier software systems; database conversion from FDP to E-Z Data SmartOffice ASP system, member of beta team with M Financial to for server backup and redundancy testing; on team for “friendly” hacking by Wachovia to ensure proper controls and security in place, worked with M Financial for process documentation along with break/fix testing to take back to the vendor for system improvements.


Bachelor of Business Management – pursued for 2 years, Olean Business Institute

Associates – Business Management, Olean Business Institute

Fellow, Life Management Association Series 6 & 63 Licensed for Life & Health Insurance

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