How I can help you
I have experience running my own business. In addition, my clients are smaill and mid-size companies. I'm experienced working with a wide variety of companies; construction, manufacturing, law firm's CPAs, etc. I'm experienced in Business Operations, Sales & Marketing and Human Resources with an emphasis in Employee Benefits.
Business Operations - I understand the various aspects of what makes a business run smoothly and efficiently. I work with a list of functions that will help any business increase operational efficiency.
Sales and Marketing - Having sold for many years, I can help analyze an individual sales technigues or a company's.
Certified Employee Benefit Specialist - Ability to provide companies with health and welfare benefits in key underwriting and compliance issues; i.e. 1. what they need to know regarding the ACA, 2. how to structure plans using HSA/HRA to lower risk level and increase tax efficiency, 3. how insurance carriers underwrite, 4. evaluate PEO services, 5. DOL compliance and the importance of SPD & Wrap Docs. (25 plus years experience) (My expertise is Health & Welfare, not retirement plans.)
Areas of Expertise
- Business Strategy & Planning
- Business Operations
- Human Resources & Internal Communications
- Sales, Marketing & Public Relations
- Banking, Finance & Insurance