Strategic Compliance Professional
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An effective and courageous leader with a proven record of identifying and mitigating regulatory risks while successfully providing strategic opportunities. Strong record of work performance, reliability, and job dedication. Enjoy the challenge of meeting internal and external client needs.
Insurance Compliance/PEO Manager- 12/16/22- 4/14/25
Coordinated strategic activities for a team of Research Analysts aligned with our insurance and Professional Employer Organization (PEO) related products and services. Ensured adherence with regulatory requirements. Subject expertise including Health & Benefits insurance, Medicare, COBRA, The Affordable Care Act, Payroll Tax, Paid Family Medical Leave, regulatory licensing, and contract/vendor review.
Insurance Compliance/PEO Senior Analyst- 6/16/20-12/15/22
Supported a team of research analysts aligned with regulatory requirements associated with Paychex & Oasis PEO products and services. Processes required extensive networking and knowledge of specific industry regulatory requirements to identify and mitigate associated risks and opportunities. Developed client-facing communications and provided strategic review for marketing content.
Insurance Compliance Supervisor- 12/1/16 – 6/15/20
Provided supervisory support for a team of research analysts and licensing coordinators aligned with our PEO and Paychex Insurance Agency (PIA) products. Activities included reviewing content for distribution, daily scheduling, assigning projects and workload with a focus on employee education and development.
Executive Master of Business Administration (EMBA), 2016
Saunders College of Business at Rochester Institute of Technology
Bachelor of Science in Sociology 1999
State University of New York College at Fredonia
Associate in Science in Liberal Arts 1996
Monroe Community College, Rochester, New York
