Bilingual Financial Operations & Compliance Specialist

Yvan Baumeige

Hollywood, FL 954-***-**** ********@*****.***

Professional Summary

Accomplished, bilingual (English/French) professional with extensive experience in regulated financial services, high-volume operations, and technical digital workflows. Expertise in insurance billing cycles, regulatory compliance, and complex data management. Technical specialist proficient in the Apple ecosystem and AI productivity tools, seeking a remote or part- time role leveraging deep operational management, revenue cycle oversight, or technical customer service expertise. Core Competencies

Financial Compliance: Mastery of strict state and FINRA regulations, corporate auditing, and secure digital record-keeping. Operations & Billing: Comprehensive management of client portfolios, premium collections, and project-based financial reporting. Bilingual Communications: Fluent in English and French; expert in international client relations and cross-cultural corporate communications. Digital Proficiency: Advanced utilization of CRM platforms, cloud workflows, and modern digital productivity tools.

Professional Experience

Nexus Insights — Hollywood, FL

Managing Director & Independent Broker 2025 – Present Direct all day-to-day operations, territory marketing, and client data compliance for an independent financial services practice with total autonomy.

Maintain rigorous data integrity and strict adherence to state insurance regulations, managing secure, paperless cloud-based workflows. Utilize modern digital pipeline tools and CRM platforms to manage accounts, generate technical reports, and interface with remote corporate systems seamlessly.

New York Life — Sunrise Florida

Registered Representative 2015 – 2025

Led a high-performing sales team to write an all-time company record- breaking 176 policies within a three-week period, earning Executive Council Premier honors.

Managed diverse financial portfolios and insurance policies, ensuring accurate billing, premium collection, and strict compliance with FINRA and state regulations.

Utilized French language skills to provide high-level support to international clients with complex financial queries, policy explanations, and digital documentation.

Maintained precise digital records and utilized complex CRM systems to track client interactions, portfolio updates, and regulatory filings. Additional Professional History

Premier Event Productions

Owner & Operator

Founded and operated a full-service firm specializing in high-volume production, contract negotiations, vendor billing cycles, and project-based financial reporting.

French Government Tourist Office (Atout France)

Information Specialist

Managed public-facing informational assets, communications, and international relations, conducting daily business seamlessly in both English and French.

Hyatt Regency Miami & James L. Knight Center

Senior Catering Manager

Coordinated large-scale customer service and logistics for a premier convention hub, frequently assisting French-speaking international delegations.

Licenses & Certifications

Florida 2-20 (Property & Casualty License)

Florida 2-15 (Life, Health, & Variable Annuities License) FINRA Series 6

Technical & Language Skills

Languages: Native/Professional Fluency in English and French. Software & Systems: CRM Databases, AI Productivity Tools, Apple Ecosystem, Cloud Storage Management, Digital Underwriting Frameworks.

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