United Union of Roofers, Waterproofers & Allied Workers

State Financial Corporation helps manufactures, distributors and service providers who welcome a more personal relationship with their lender. Each and every loan-finance arrangement is personally overseen by the Reiss brothers, who can make timely lending decisions without the burden of investors or senior executives peering over their shoulders. We help companies who may be unable to qualify for bank financing. *Outgrown their current financial relationship, are too new or too small *Suffered recent business losses or have poor financial statements *Tax liens or are in bankrupcy We listen to our customers and believe that person-to-person communication is the best way to do business.

M2O, Inc. is a family investment office that invests primarily in service-based businesses, especially those with modest capital intensity. The firm actively seeks established, profitable companies with recurring revenues, predictable cash flows and sustainable competitive positions in (preferably) growing industries. Recent events have shifted the firm's focus to also include distressed assets, especially in commercial real estate and corporate debt.

Summit Healthcare REIT is a publicly registered, non-traded real estate investment trust that invests in assisted living, memory care, and skilled nursing facilities throughout the United States. Our portfolio is diverse in both geography and top-notch operators. We believe our industry has a positive future, and is positioned to take advantage of the shifting demographics in the U.S. Summit is also extremely proud of our corporate culture. Our highest priority is our shareholders; however, we believe taking care of our employees is paramount as well as supporting our operators.

Guided plan participants through distribution and loan processes, educated them about constantly changing rules and regulations, and answered questions in a fast-paced, high volume environment. Served as the primary point of contact for over 600 partnered accounts by phone, email, and face-to-face. Processed over 800 disbursement requests for individual account holders on top of a normal workload within six months, generating over $100k in profit. Prioritized multiple tasks and projects to produce high-quality and timely workflow. Worked closely and communicated with a variety of clients to ensure participant withdrawals are compliant with IRS and Plan regulations. Securely handled confidential materials and managed the organization and accuracy of participant data and files.

Pacific Business Capital Corp is a financial services company based out of 245Fischer Ave, Costa Mesa, California, United States.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

OVERLAND AVENUE ESCROW is a real estate company based out of 3348 OVERLAND AVENUE, LOS ANGELES, California, United States.

Responsibilities included managing approximately eighty-five small group accounts in the 2-10 life range by communicating with clients regarding any billing issues, benefit or employee questions, etc. and working with the brokers to prepare for the client renewals.Preparing for client renewals by setting up the appropriate materials such as cost comparisons, payroll deductions and proposals to be presented to the clients.Supporting the Small Group Account Manager with approximately fifty accounts in the 10-50 life range by assisting in the renewal process with any needed proposals or benefit illustrations.Generating insurance quotes using Health Connect and Quotit.Developing medical cost comparisons, displacement reports, ancillary proposals and survey reports through excel and PowerPoint.Preparing payroll deduction and benefit handouts.Creating bound proposals for the brokers to present to the clients.Implementing new groups with the insurance carriers.