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Manage finances and operations of IBS to include: Accounts Receivable, Accounts Payable, Banking, Payroll; Tracking, collection and payment of commissions; HR functions, Acquisition, leasing and maintenance of office equipment and furniture; Special event planning; Insurance and Securities licensing; Business insurance for the Agency; Mergers and acquisitions
Joined Independent Benefit Services in August 1997
Native of Montgomery County, Maryland
Education/Professional Training:
Licensed to sell Life, Health and Fixed Annuities since 1998
Employment History:
Executive Assistant, The Magruder Companies - 8 years
Licensed Brokers Assistant, Baker Watts & Co. - 8 years
Resident of Montgomery County, Maryland with husband and son
Director, Finance & Operations
| CORPORATE STAFF |
| Neil Robert Simons President > |
| Jesse James Parker Vice President, Sales > |
| Dottie Costopoulos Director, Finance & Operations > |
| Fern Marie Kecman Director, Client Services > |
| Sharon A. Fowler Receptionist > |