
Highly motivated & detail-oriented annuity operations professional with extensive experience supporting high-volume advisor networks, managing complex annuity cases, and ensuring compliance across multi-state regulatory environments. Proven ability to process and track substantial monthly submitted business while serving as a trusted operational resource for advisors nationwide.
· Senior Administrator & Watch Commander directly responsible for a military Security Department consisting of 65 military and 20 civilian personnel reporting directly to two high level Executives/Managers
· Managed the day-to-day activities ensuring compliance with personnel, information, physical security and insider threat standards as set forth in extreme pertinent directives
· Mentored and assisted up to 85 personnel with appropriate professional career decisions
· Ensured accurate career supporting documentation was submitted in a timely manner including; job performance evaluations, awards for superior performance and transfer packages for personnel and their families
· Managed, coordinated and tracked appointments, schedules and meetings directly for management and personnel ensuring all details and requirements were met including personal correspondence and complex planning
· Coordinate all administrative matters including screening incoming calls, mail, arranging travel for personnel and organizing offices for efficiency
· Authored and prepared correspondence; letters, memos, documents, spreadsheets, and organizational charts with a high efficiency
· Managed all required training ensuring completion of department training goals and requirements meeting strict weekly deadlines
· Researched discrepancies and authored policies and procedures to stay within government limits
· Trained 11 administrative assistants ensuring attention to detail and strict adherence to government policies and procedures
· Manages confidential business files and records while organizing and maintaining personnel records and other complex accounts with absolute discretion.
Navy Achievement Medals:
Humanitarian Service Medals:
Title: Annuity Operations & Case Management Specialist