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Petal Sasha H.
IT Manager at Alliance Financial Group
Fort Myers, FL, United States
Details
Experience:
2022 : Present
Kanri Network Solutions
Business Owner
Responsible for ensuring that employees comply with the cybersecurity policy, identifying risks/gaps, and championing improvements to company processes. Escalated unmitigated security risks to the compliance department. Monitor the implementation of controls for new technologies/processes. Support internal audit and attestation processes as related to Information Security. Responsible for controlling user profiles in the Intranet and granting access pending fingerprinting and background checks.
- Implemented a cyber/data security policy within the company headquarters
- Annual update to client data protection systems—following New York state regulations
- Current and continued workstation upgrade and migration from Windows 7 to Windows 10
- Annual review of compliance and business continuity preparedness in event of natural disaster
2017 :
Alliance Financial Group
Information Security Lead
On-site contact for IT related incidents. Delivered high-quality support across all key applications, networks and desktops/laptops. Diagnosed networks, computers, copiers, and phone systems on-site and remotely. Assisted with the development of new or updated support processes. Responsible for identifying user queries/issues and resolving problems. Responsible for managing users in the Active Directory.
- Managed pre-configured PBX phone system comprised of 50+ units
- Coordinated project plan for the migration of over 5,000 archived, data-sensitive documents to a new system
- Set-up, breakdown, and transport of workstation equipment on an as-needed basis, averaging 5 users quarterly
- Conducted workstation migration from Windows XP to Windows 7 for 50+ agents
- Bi-annual tech setup for off-site conferences with 40+ attendees
2014 : 2016
Alliance Financial Group
Technical Manager
Provided administrative support to the General Agent/Owner. Assisted clients and employees throughout the organization. Maintained calendars, coordinated appointments and meetings. Serving as a backup for other jobs as necessary.
- Overhauled owner’s recordkeeping system from manual files to computer-based, creating a user-friendly and systematic information management system and reducing data-retrieval time.
- Generated reports that assisted upper management with decision making and were used for employee training.
2010 : 2013
Alliance Financial Group
Executive Assistant
Customer services including answering phones, data entry, collecting, tracking, processing and reviewing insurance documentation and to ensure all documents are complete. File and maintain personal and confidential customer insurance files.
- Learned organizational processes, policies and procedures with minimal ramp-up time.
- Adapted to diverse work styles and consistently provided friendly, personable service.
2008 : 2010
Alliance Financial Group
Administrative Assistant
Kanri Network Solutions
Business Owner
Responsible for ensuring that employees comply with the cybersecurity policy, identifying risks/gaps, and championing improvements to company processes. Escalated unmitigated security risks to the compliance department. Monitor the implementation of controls for new technologies/processes. Support internal audit and attestation processes as related to Information Security. Responsible for controlling user profiles in the Intranet and granting access pending fingerprinting and background checks.
- Implemented a cyber/data security policy within the company headquarters
- Annual update to client data protection systems—following New York state regulations
- Current and continued workstation upgrade and migration from Windows 7 to Windows 10
- Annual review of compliance and business continuity preparedness in event of natural disaster
2017 :
Alliance Financial Group
Information Security Lead
On-site contact for IT related incidents. Delivered high-quality support across all key applications, networks and desktops/laptops. Diagnosed networks, computers, copiers, and phone systems on-site and remotely. Assisted with the development of new or updated support processes. Responsible for identifying user queries/issues and resolving problems. Responsible for managing users in the Active Directory.
- Managed pre-configured PBX phone system comprised of 50+ units
- Coordinated project plan for the migration of over 5,000 archived, data-sensitive documents to a new system
- Set-up, breakdown, and transport of workstation equipment on an as-needed basis, averaging 5 users quarterly
- Conducted workstation migration from Windows XP to Windows 7 for 50+ agents
- Bi-annual tech setup for off-site conferences with 40+ attendees
2014 : 2016
Alliance Financial Group
Technical Manager
Provided administrative support to the General Agent/Owner. Assisted clients and employees throughout the organization. Maintained calendars, coordinated appointments and meetings. Serving as a backup for other jobs as necessary.
- Overhauled owner’s recordkeeping system from manual files to computer-based, creating a user-friendly and systematic information management system and reducing data-retrieval time.
- Generated reports that assisted upper management with decision making and were used for employee training.
2010 : 2013
Alliance Financial Group
Executive Assistant
Customer services including answering phones, data entry, collecting, tracking, processing and reviewing insurance documentation and to ensure all documents are complete. File and maintain personal and confidential customer insurance files.
- Learned organizational processes, policies and procedures with minimal ramp-up time.
- Adapted to diverse work styles and consistently provided friendly, personable service.
2008 : 2010
Alliance Financial Group
Administrative Assistant
Company:
Kanri Network Solutions
About
Experienced Information Technology Manager with a demonstrated history of working in the financial services industry. Strong information technology professional skilled in Customer Service, Strategic Planning, Business Process Improvement, Team Building, and Active Directory.
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