Antonio Clair, Business Intelligence Manager
Antonio’s multi-dimensional experience with data auditing and reporting brings great value to EOI’s Administrative Team. Previously, he served as a Data Operations Specialist at Buckingham Asset Management, where he providing reports to financial advisors, examined market fluctuations that cause portfolio values to decrease, and maintained the firm’s financial database. Antonio holds a Bachelor of Science in Economics from the University of Missouri in St. Louis.
Lisa M. Doherty, Senior Manager, Customer Service and Application Management
Lisa is responsible for the management of our client-carrier relationships and continues to be involved in project implementation with many of our veteran clients. Lisa started her career at EOI in 1992 and has many years of experience in process management, implementation, and customer service. Lisa’s dedication to our clients, brokers, and carriers will ensure the quality results we deliver.
Shabana Farid, Senior Manager, Accounting
Shabana is the accounting manager for EOI and has been with the company for six years. Her responsibilities encompass all aspects of accounting and financial reporting. Shabana has implemented a new accounting system to improve efficiency and management control. Her background includes working as an accountant with LTU International Airways (now Air Berlin) for two years and American Express for eight years.
Aimee Schumaker, Licensing & Appointment Specialist
Aimee brings over 19 years of experience to EOI and is responsible for tracking state licensing and compliance for our benefit counselor team, in addition to maintaining appointment carrier requirements. Previously, she served as a Senior Contracting Analyst at Mutual Med.
Carlos Vazquez, Accounting Assistant/Finance Specialist
Carlos provides essential support to EOI’s accounting and financial endeavors. One of his primary responsibilities is to implement strategies that help optimize financial tracking for all accounts managed by EOI. He also plays a role in auditing charges and supports payroll-related duties. Carlos is currently pursuing a Bachelor of Arts in business administration with a concentration in accounting from California State University, Fullerton.