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Amy Buell

Professional with strong background in team leadership and operational management. Proven ability to drive results through effective team collaboratio... View More

Top Skills

Christopher Ray

Experienced Implementation Manager with a proven track record in managing end-to-end payroll and HRIS system implementations. Skilled in team leadersh... View More

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PHOEBE YUAN

Proven ability to thrive in complex environments, meet high-pressure deadlines, and communicate effectively. Leverage attention to detail, process exp... View More

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Brooke Eggleston

Detail-oriented and client-focused financial services professional with over three years of experience supporting retirement plan participants and ens... View More

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Duane Scott

Accomplished mortgage banker with a solid foundation in financial services, insurance, and client relationship management. Excels in assessing client ... View More

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Certifications

  • Life, Health and Annuities - State of Ohio Dept. of Insurance
  • Certified Trained Agent 403b/457 - National Life Group
  • BankWork$ - Partner4 Work
Jacob Waters

Jacob Waters

Focused and driven Benefits & Planning Consultant that consistently delivers effective and efficient client outcomes with an organized, transparent, a... View More

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Certifications

  • Series 7
  • Series 66
  • Series 63

Barbara Goffredo, RN

Compassionate and dedicated nursing professional with 32 years at Yale New Haven Hospital, specializing in complex medical/surgical care for cancer pa... View More

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Certifications

  • Licensed in the state of Connecticut as a RN. E50326.
  • References submitted as per request.

Alberto Medina

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities ... View More

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Certifications

  • SIE- Securities Industries Exam
  • Series 63 - Uniform Securities Agent State Law exam
  • OH LIFE, ACCIDENT AND HEALTH SEIRES 11-35

Lindsey Itnyre

Highly motivated and goal-oriented with strong time management and adaptability. Known for guiding clients on investment and retirement planning, a... View More

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Lisa McMaken

Proven Billing Specialist/Senior Payroll Specialist and prior Licensed Insurance Agent with a track record of enhancing financial accuracy and client ... View More

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