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Work Background
Wilkins Mechanical LLCDirector of Operations, Project Manager and Safety Manager
Sep. 2023 - Feb. 2025Syracuse, New York, United States• Oversees all aspects of multiple projects
• Sets deadlines, assigns responsibilities, and monitors progress of all projects.
• Prepares reports for management regarding the status of the project.
• Leads and directs the work of others.
• Coordinate the order and delivery of materials to job sites • Manage project managers and field foreman • Facilitate job site planning meetings • Track and coordinate man power • Identify project risks and propose solutions • Dispatch and coordinate subcontractors and equipment • Measure and manage client satisfaction • Facilitate weekly operations meetings • Keep track of vendor pricing and coordinate material purchases for project performance
• Project planning, distributing resources, time management, risk management, creating benchmarks, managing the budget, managing staff, and managing relationships with key stakeholders. • 10 - HR OSHA Certified
• 30 - HR OSHA Certified
• CPR/AED Certified
• First Aid Certified
• Bloodborne Pathogen Certified
Collective Solar, LLCProject Manager & Safety Coordinator
Mar. 2021 - Oct. 2023Syracuse, New York, United States• Oversees all aspects of multiple projects
• Sets deadlines, assigns responsibilities, and monitors progress of all projects.
• Prepares reports for management regarding the status of the project.
• Leads and directs the work of others.
• Project planning, distributing resources, time management, risk management, creating benchmarks, managing the budget, managing staff, and managing relationships with key stakeholders.
• Proven leadership skills and ability to delegate work
• Exceptional time management skills, ability to estimate work effort and time needed for various projects
• Collaborating with engineers, architects and construction personnel
• Selecting subcontractors and delegating work
• Problem-solving to address delays, emergencies or other issues
• Comply with safety and building codes as well as legal requirements
• Reporting progress to clients
• Preparing budgets, cost estimates, schedules and timelines
• Research, create, and implement all safety requirements for site specific safety plans.
• Frequent job site safety visits, collaborating with all Field Superintendents
• Track and compile, record keeping of all safety training classes, certifications, equipment, licenses, and documentation related to safety
• Tool and equipment inspections.
• Handle and attend all OSHA investigations, meetings, and informal conferences
• Handle all COVID related matters
• Implements QA/QC standards for each project to facilitate a consistently high quality of work • 10 - Hr OSHA Certified
• 30 - HR OSHA Certified
• CPR/AED Certified
• First Aid Certified
• Bloodborne Pathogen Certified
New Jersey Economic Development Authority (NJEDA)Grants Contract Administrator
Nov. 2020 - Mar. 2021Trenton, New Jersey, United States• Creating a new CRM record for an applications submitted
• Tracking the status of the application in the CRM system, such as by marking whether the application is recommended for approval or for decline
• Identifying the cause of application errors or manual review triggers
• Research any discrepancies in information
• Verify if business have a filed tax return, confirm revenue by requesting and reviewing actual sales data to confirm the applicant’s financial projections
• Interviewing client to determine if any additional information is needed
• Audit flagged grant applications
• Learn all required grant application processing duties and skills
• Quality check the application reviews by reviewing the work of the team members, communicating feedback both to the individual team members and to NJEDA staff
• Ensure that the team successfully completes the number of applications allocated to it by NJEDA based on grant application volumes, and flag to NJEDA if these application review targets become infeasible for any reason
Self-EmployedProject Management and Back Office Support & Operations
Jan. 2018 - Nov. 2020Syracuse, New York AreaNJ Jones Plumbing LLC | Project Manager / Estimator – January 2019 to May 2019
AXA / Equitable | Retirement Support Specialist – November 2019 to November 2020
Honeywell / Integrated | Project Manager Jan 2021 - April 2021 • Providing ‘white glove’ service in response to clients’ inquiries by phone, email, or ticketing system, while demonstrating exceptional prioritization, time management skills and escalating when appropriate; developing, maintaining and enhancing long-term client relationship
• Responsible for the overall operations of multiple offices, including collaboration with key contacts • Responsible for the direct supervision of facilities, finances and staff within the organization
• Assessed workflow and collaboratively develop solutions
• Responsible for budget activities, forecast, scheduled expenditures, analyzed variances, reconciliation, etc.
• Ability to apply your entrepreneurial, innovative mindset to assist in the development and improvement of processes
• Strong client facing and relationship skills including management of client calls, tracking client issues and overall relationship management
• Answer calls regarding retirement plans and assist with transfers, loans and contributions.
• Customer service via online chat, email and/or phone
• Creative design for use in marketing, social media, emails, and website design
• Facilitate project take-off, create a bill of material and generate a quotation.
• Insure deliveries meet the milestone requirements of the contractors required schedule.
• Call on and develop business & social relationships with target contractors in order to insure the project is completed on time and to the expectations of the contractor and end user.
• Use of modern project management tools and techniques to execute projects .
• Assist and oversees the progress of multiple projects and identifies resources needed
Syracuse UniversityVeterans Financial Aid Coordinator
Oct. 2015 - Jan. 2019Syracuse, New York Area• Posting payments to multiple school systems
• Researching accounting discrepancies
• Assisting Veterans on Post 9/11 GI Bill, Veterans Educational Benefits & Yellow Ribbon program
• Creating ad hoc reports for management review
• Creating and implementing a streamline process in the department to promote efficiency
• Work closely with the Veterans Administration contact to resolve issues as they arise
• Manage application materials for new admission & responds to graduate inquiries.
• Maintain & update all graduate files and the student database
• Advise students on the program policies & guideline
• Principle liaison for students • Supervise mail distribution & maintain office supplies & equipment
• Assist with payroll and expenses as needed
• Assist with special projects as needed
• Work closely with the Director of Veterans Resource Center & Financial Aid
• Updating and maintaining website • Working with the Veterans Administrations as a school certifying official
Robert Half Finance & AccountingAccount Receivable & Accounts Payable Specialist - Contract Assignment
Feb. 2014 - Oct. 2015Syracuse, New York Area• Researching accounting discrepancies
• Posting payments to general ledger
• Reviewing & posting remittance advice's
• Working insurance denials in order to receive payment for services
• Health insurance reimbursement
• Payment posting and reconciliation
• Aged receivables management
• Maintain client and company quality and production standards
• Operate within company regulations regarding HIPPA, fraud, confidentiality and health care • Interact professionally with other business units to gather and analyze data
• Reviewing report and documentation pertaining to claims determination and ongoing claim benefits
• Provide excellent service to both internal and external parties as well as patients
• Responsible for accurate and timely billing and work denials as appropriate
• Familiarity with different medical forms and various insurance forms
• Knowledge of insurance, healthcare and finance industry
• Researching No-Fault and Workers Compensation billing issues and working with carriers to resolve timely
• Posting and researching payments and issuing refunds when appropriate
AdeccoOperations Manager - Contact Assignement
Jan. 2014 - Oct. 2014Syracuse, New York AreaResponsibilities:
• Providing operations assistance and support to the Installation & Systems Integration Department
• Responsibilities include purchasing support, project coordination, inventory management, shipping & receiving
• Receiving, warehouse & facilities management and fleet maintenance. • Providing assistance and support to the Director of Engineering and President and assisting the
Director of Installation in scheduling and staging jobs and managing requests for installation, service, repair and maintenance
• Responsible for project documentation, contract administration and other management reports
• Customer service by providing information to the customer regarding repair/warranty of their
equipment and submit requests for return authorizations or related requests as necessary
AdeccoAccount Receivable Associate - Contract Assignment
Feb. 2013 - Feb. 2014Syracuse, New York AreaResponsibilities:
• Maintain client and company quality and production standards
• Operate within company regulations regarding HIPPA, fraud and health care guidelines
• Interact professionally with other business units to gather and analyze data
• Reviewing report & documentation pertaining to claims and ongoing claim benefits
• Provide excellent service to both internal, external parties as well as patients
• Responsible for accurate and timely billing and work denials as appropriate
• Familiarity with different medical and various insurance forms
• Knowledge of insurance, healthcare and finance industry
• Researching billing issues and working with carriers to resolve timely
• Posting and researching payments and issuing refunds when appropriate
BNY MellonInvestors Management Services Team Leader
Mar. 2006 - Dec. 2006Syracuse, New York Areao Respond to customer inquiries and issues efficiently and maintain detailed records of all transactions to ensure accuracy and adherence to compliance regulations and company policy o Provide single point of contact to investment manager firms for problem resolution o Manage global and domestic portfolios, responsible for the transition of new Investment Managers as well as visiting existing contacts to review products, services, procedures and training if necessary o Responsible for processing and ensuring accurate and timely settlement of transactions involving stocks, bonds, currencies, futures and options o Provide integrated operation services, including the execution of foreign exchanges, securities custody, transactions of settlements, lines of credit, income collection, corporate actions and securities lending o Monitor failed overdrafts, daylights, credit exceptions and STIF Investments o Train and assist new employees
BNY MellonForeign & Domestic Trading Specialist | Investment Manager
Jan. 2006 - Dec. 2012Syracuse, New York Areao Provide professional support to Investment Managers and clients through timely and accurate processing of trade instructions o Daily processing of global & domestic securities, derivatives, foreign exchanges transactions, incoming & outgoing wire transfers.
o Assist in the investment of cash, research of currency balances, idle and overdrawn USD balances, update and maintain management reporting database and resolve any trade problems o Managed global and domestic portfolios, responsible for the conversion of new investment managers which includes client visits to review products, services, procedures and training.
o Monitoring of overdrafts, sales fails, daylight overdrafts, credit expectations, corporate actions and securities lending
BNY MellonPension Administrator | Account Manager
Mar. 2003 - Dec. 2006Syracuse, New York Areao Managed 38 client relationships with an average monthly pension benefit of $30 million and 48,000 monthly pension payments
o Processed daily transactions related to the distribution of Pension Benefit Plans including Defined Benefit,Defined Contributions, Profit Sharing Plans and Qualified & Non-Qualified Plans
o Monitored all withholding deductions (Federal, State, Medical, Life, Etc.)
o Prioritized incoming work, sorting and distributing data to various team members to meet business deadlines
o Directly interacted and continuously built strong relationships with current clients, trustee's, and relationship managers of various organizations
o Balanced all plan accounts prior to releasing checks/electronic checks/wire transfers for payments
The MONY GroupClient Service Representative | Policy Issue
Aug. 2000 - Dec. 2002Syracuse, New York Areao Reviewed insurance applications and required paperwork for thoroughness to ensure conformity to company rules, and state and federal requirements
o Processed verification of the required forms for post/receipt per company rules, senior reviewing and amendments
o Reviewed applications for accuracy of beneficiary ownership, payroll allotment plans, pensions, trusts, purchase options and group conversions
o Verified receipt of all outstanding requirements prior to approval and policy payment
o Performed approval audit of policies and completed the conditional approval
Detail Johnny LLCDetailologist
Jun. 1994Syracuse, New York, United States
Detail Johnny LLCCompany Owner
Jun. 1994Syracuse, New York AreaAs a small business owner, I handle every aspect of running and managing Detail Johnny, from planning and strategy to finance, legal matters, marketing, and sales. Most importantly, I prioritize exceptional customer service to ensure every client receives the best experience. My daily responsibilities include scheduling appointments, meeting with clients, banking, detailing and reconditioning vehicles, managing inventory, and preparing for upcoming customers. Additionally, I focus on sales and promotions to elevate Detail Johnny to the next level. Detail Johnny is more than just a detailing center that washes and waxes cars—it’s a full-service automotive detailing boutique. Each customer is treated with the utmost care and respect, and we schedule one car at a time to provide the dedicated attention both the vehicle and the customer deserve.
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