Hire the Best Data Managers in Birmingham, AL

Dual-licensed P&C and L&H specialist with 7+ years in agency operations. Expert in quoting, benefits, compliance, and renewals. I bring accuracy, organization, and professionalism to every task. _________________________________________________ I’m a U.S.-based, dual-licensed Property and Casualty and Life and Health insurance professional with more than seven years of experience supporting independent agencies. I’ve worked across personal, commercial, and benefits lines, helping agency owners streamline operations, improve turnaround times, and strengthen client relationships. My expertise includes quoting, renewals, endorsements, COIs, compliance tracking, and carrier communication. I’m skilled with systems like EZLynx, NowCerts, AgencyZoom, and Ease, and I’m comfortable navigating carrier portals, billing platforms, and CRM tools to keep accounts accurate and up to date. I’m detail-oriented, reliable, and proactive in managing deadlines and follow-ups. Whether you need ongoing help with renewals, policy servicing, Life and Health enrollments, or back-office support, I bring a strong understanding of agency workflows and a commitment to getting things done right the first time. If you’re looking for a dependable licensed professional who can step in quickly and handle your insurance operations with accuracy and care, I’d love to connect.

I'm a portfolio manager (RIA and fiduciary), options trader, and risk manager for HNW individuals and discreet private clients. I'm also a senior coach for a well-known and well-respected trading education firm. Colleagues include ex-hedge fund traders, analysts, market makers, floor trading managers, CFOs, and CMTs. I'm currently open to a variety of different one-off or continuing jobs, and am primarily interested in helping in the following areas: - Ongoing portfolio-level hedge management and premium selling (covered call sales) for HNW individuals ($1mm minimum, sliding fee scale) - End to end trade coaching (basics --> strategy --> execution --> tracking --> tweaking psychological troubleshooting) using options, stock, and/or futures. Am considered a SME in complex options positions and hedging techniques, especially with short volatility products. - Custom trading tools (Excel and Sheets only, no Python, APIs, etc.) - Data Analysis Additional ad hoc hedging and portfolio management questions/needs Feel free to reach out regarding private wealth management as well.

I’m an operations and administrative coordinator experienced in supporting teams, managing workflows, and keeping projects running smoothly for ministries and organizations. Whether you need help organizing systems, coordinating projects, managing communication, or handling day-to-day operations, I can help. • Skilled in calendar and inbox management, project coordination, event logistics, team communication, and tools like Google Workspace, Asana, and Slack. • Full operational support from planning to execution, ensuring details are handled and nothing falls through the cracks • Clear and consistent communication is important to me, so you can expect reliability, follow-through, and regular updates

Highly skilled strategy technology professional with over a decade of experience leading complex strategic analysis and financial modeling using some of the most in-demand software tools in business. Expert-level developer skills in Salesforce, Tableau and data science techniques. I love solving complex problems and telling stories with data Key Skills Include: • Agile and Waterfall Project Management • Lean/Lean Startup Facilitation • Six Sigma Black Belt • Software Development Life Cycle (ITIL v3) • Marketing Technology • Data Science • Strategic Planning • Financial Modeling • Executive Facilitation, Agile Sprints, and User Story Development Key Software Proficiencies: • Microsoft Office Suite, Including Project,Visio, Sharepoint, Excel • Jira • Smartsheet • Tableau • Qlik • Apache • Salesforce • Hubspot • Amazon Web Services • Minitab • SPSS Key Programming/Software Languages • HTML • JavaScript/jQuery/JSON • SQL • DAX APEX • R • Python • CSS 3

I am a senior Microsoft Cloud Architect with more than 16 years of experience designing, securing, and automating environments built on Microsoft 365, Azure, Microsoft Entra ID, and Microsoft Intune. I help organizations modernize their stack with Zero Trust principles, Windows 11 and Cloud PCs, Intune Suite capabilities, and Microsoft 365 Copilot so they get secure, automated, and measurable outcomes, not just configurations. Top Rated Plus, 100 percent Job Success, Over $100k earned on Upwork. Clients bring me in when they need someone who can own complex architecture, clean up half finished projects, or provide ongoing expert support across the Microsoft ecosystem. Current Focus Areas: 1. Identity, Zero Trust, and Secure Access Microsoft Entra ID design, Conditional Access, MFA, identity lifecycle, role based access, and Just in Time access. Entra P1 and P2 based identity security, Entra Suite integrations, and alignment to Zero Trust access patterns. Secure access to Microsoft 365, line of business apps, and SaaS using modern authentication, device trust, and least privilege. 2. Endpoint Management with Microsoft Intune and Intune Suite Full Intune tenant build out, Windows 11 enrollment, Autopilot, configuration profiles, compliance, and update rings. Intune Suite add ons, including Endpoint Privilege Management (EPM) and advanced endpoint security capabilities to reduce local admin rights and enforce least privilege at scale. Co management and migration paths from Configuration Manager to cloud attach or full Intune. 3. Microsoft 365, Copilot, and Collaboration Microsoft 365 tenant design and cleanup, Exchange Online, OneDrive, Teams, and SharePoint Online. Information architecture, permissions, and automation for SharePoint and OneDrive migrations from on premises file servers and legacy systems. Microsoft 365 Copilot adoption, governance, and integration into daily work in Word, Excel, PowerPoint, Outlook, Teams, and Power BI, including new Microsoft 365 Copilot app and Microsoft 365 Premium subscription offerings. 4. Security, Defender, and Compliance Hardening Microsoft 365 and Azure using Defender for Office, Defender for Endpoint, and identity based protections. Planning and implementing controls that align with the newer Microsoft Defender Suite and Microsoft Purview Suite naming for E5 customers. Practical security baselines, security score improvements, and realistic monitoring that IT teams can maintain. 5. Azure Infrastructure, Apps, and AI Integrations Azure landing zones, networking, virtual machines, storage, and PaaS services for line of business applications. Tenant to tenant or subscription to subscription resource migrations, including App Service, databases, and identities. Working with Azure AI and Microsoft 365 Copilot scenarios, including AI agents, Copilot Studio Lite, and Graph API integrations into portals, dashboards, and workflows. Clients typically hire me for: Greenfield Microsoft 365 and Azure builds for growing companies that want best practices from day one. Intune plus Intune Suite implementation to standardize and secure Windows 11 devices, with Autopilot and Zero Trust enrollment flows. On premises file server and legacy SharePoint migrations to modern SharePoint Online, OneDrive, and Teams with clean permissions and automation. Hybrid identity projects that connect on premises Active Directory to Microsoft Entra ID, including secure Conditional Access and device trust. Microsoft 365 Copilot enablement, policy and governance setup, and real use case design for leaders, finance, operations, and IT. Azure resource consolidation and tenant to tenant migrations when companies merge, split, or need cost and security optimization. Creation of automation using PowerShell, Power Automate, and the Microsoft Graph API to eliminate repetitive administrative work. How I Work: Consultative approach: I help clarify requirements, identify risks, and design a realistic roadmap before touching production. Transparent communication: Clear documentation, status updates, and straightforward explanations of tradeoffs. Operational focus: I design solutions that your internal IT team can support long term, with runbooks, handover sessions, and sensible guardrails. If you need a trusted Microsoft cloud expert to design, stabilize, or modernize your environment, I am available for both project based work and ongoing advisory support. Share a brief summary of your environment and goals, and I can propose a concrete approach and starting scope.

Are inaccurate inventory records, disconnected spreadsheets, or inefficient supply-chain processes making it difficult to run your operation? I help businesses organize inventory data, improve material visibility, and build practical systems that make daily operations easier to manage. My background includes inventory management, VMI and vending implementations, material control, customer-site projects, product and SKU conversions, warehouse organization, Excel reporting, Salesforce administration, and cross-functional project coordination. I can help you with: • Inventory analysis, reconciliation, and data cleanup • Excel inventory trackers, dashboards, and KPI reports • ABC analysis and inventory segmentation • Min/max, reorder-point, and stocking-level reviews • SKU standardization and part-number cross-referencing • Warehouse, storeroom, bin, and material-flow improvements • Standard operating procedures and process documentation • Vendor, procurement, and supply-chain analysis • Salesforce and operational data organization • Power Automate, Zapier, Make, ChatGPT, and AI-assisted workflows I have managed inventory and operational projects from initial discovery through implementation, documentation, stakeholder communication, and final handoff. I understand that a successful solution must work for the people using it—not just look good in a spreadsheet. My approach is organized, practical, and client-focused. I will take the time to understand your current process, identify the root problem, and provide a solution your team can maintain after the project is complete. Send me a message with your current challenge, available data, and desired outcome, and I’ll help you determine the most practical next step.