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What kind of experience do we have to offer clients in the financial services sector? Lots! Our experience includes:
liability insurance, risk management, private insurance, membership services, commission structures, term life, whole life, variable annuities, marketing, database mining, data-warehousing, decision support
systems, mortgage lending, credit card processing, risk/reward analyses, etc. If you need help - chances are - we're the ones you need.
Some of our financial services experience includes:
- FireHorse Inc. Multiple locations in the U.S. 2005–2007
Developed the IRR Decision Support System for the financial
analysis of available investments. The categories were broadened to incorporate real estate, futures, as well as equities. Areas requiring further study were identified. Possible solutions were
researched. Appropriate enhancements were incorporated. This assisted in generating a cash-on-cash ROI of 32% for fiscal year 2005/2006.
- National Life of VT, Montpelier, VT 2000-2001
Responsibilities: Participated in the Commission Statement Redesign (CSD)
project.
Achievements: Created a modular, flexible reporting system to provide customized statements with different levels and commission structures for the many companies under National Life’s
corporate umbrella. Extracted the business rules for the varied organizations.
- East-West Investments, San Gabriel, CA 1994-96
Responsibilities: Business and financial analysis support services.
Achievements: Set up and trained users on the Quotron system, reducing the need for telephone-based quotations and speeding up buy and sell processing by 57%. Designed spreadsheets for risk/reward
analysis aiding registered representatives in fulfilling their fiduciary responsibilities by recommending the investments most suited to clients' risk tolerance, temperament and financial objectives.
- Reynolds, Kendrick, Stratton (RKS), Beverly Hills, CA 1992-94
Responsibilities: Promoted the use of appropriate technology
among financial advisers.
Achievements: Programmed Quotrek (hand-held, wireless remote quotation system) for stock tracking and audible alarm for quicker response to market changes. Designed a
client/contact system to ensure consistent and timely follow-through by registered representatives with prompting for referrals and feedback.
- Golden State Mortgage, Alhambra, CA 1990-92
Responsibilities: Implement computerized loan processing software.
Achievements: Enhanced the loan application packaging system and tailored it to fit the regional needs of the customer population. Monitored and supported various pc-based systems reducing downtime and lost
productivity. Evaluated available software and made recommendations based upon suitability, ease-of-use, and scalability. Created training programs and user guides. Installed software, and created
macros as needed.
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