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Work Background
CFO
Northwestern Mutual - Cunningham Financial GroupCFO
Jan. 2008 - Jun. 2024Responsible for the overall financial health and the day-to-day accounting function of the network office operations, as well as over site of the office’s financial growth. Maintain and monitor the financials for the General Agency and its three Districts Agencies to include: accounts payable/receivable, commissions, payroll and record keeping. Coordinate company events and act as Executive Assistant to the Managing Partner.
Office Manager and Director of Finance
Northwestern Mutual - Cunningham Financial GroupOffice Manager and Director of Finance
Jan. 2008 - Apr. 2011Manage and supervise the Agency support staff while maintaining and monitoring the financials for the General Agency and its three Districts Agencies to include: accounts payable/receivable, commissions, payroll and record keeping. Coordinate company events and act as Assistant to the Managing Partner.
Technology and Associate Financial Rep Contract and Licensing Cord
Northwestern Mutual - McTigue Financial GroupTechnology and Associate Financial Rep Contract and Licensing Cord
Jan. 2005 - Jan. 2008Managed HR functions for the agency, processed Associate Contracts and Licenses, acted as Agency Technology Coordinator, coordinated/facilitated all new assistant training programs.
IT Help Desk/Receptionist
University of East AngliaIT Help Desk/Receptionist
Sep. 2003 - Sep. 2004a two-post position in the University Information Technology department. Staff and student liaison for department technical matters for the IT Help Desk acting as a Customer Service Representative for phone, email and in-person support. Acted as a service point for sales, department schedules and appointments for IT Reception and Sales. Performed staff and student account setup and maintenance.
Student Teacher
Ross Middle SchoolStudent Teacher
Aug. 2002 - Dec. 2002Taught two eight-week sessions. One in a heterogeneously grouped fifth grade language arts/English classroom while team teaching with another student teacher. We successfully grouped two classes in one classroom where we combined resources and managed time to fulfill students' needs. The other eight weeks in a heterogeneously grouped sixth grade mathematics classroom while developing, filing, and organizing lesson plans to fit the curriculum schedule.
Travel Service Information Specialist
Greater Cincinnati Convention and Visitors BureauTravel Service Information Specialist
May. 2002 - Jun. 2003Performing and Fine Arts Worked as a customer service agent during the busy summer tourist seasons answering customer enquiries via phone and in person. In addition, provided sales processing using a computer based system and maintained documentation and reports through data input and word processing.
Lead Counselor
Sanborn Western CampsLead Counselor
May. 2000 - Aug. 2000Worked with, lived with, and guided a cabin of a dozen 12-13 year old females throughout the summer in a camp environment. This experience included the modeling and teaching of a variety of skills to include the following: time management, social skills, team cooperation, and conflict resolution, as well as a variety of outdoor survival skills. Child care provider
Education/Child Care
Biederman Educational CenterEducation/Child Care
May. 1999 - Aug. 1999Developed curriculum/lesson plans for early childhood programs including math, language, science and music. Implemented with a class of thirty, 3 year olds while maintaining classroom environment and managing schedules.
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