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Work Background
Path to Profits ConsultingChief Executive Officer
Mar. 2024As a Business Consultant and CEO, I deliver executive-level financial and operational consulting for mid-sized companies. I specialize in optimizing cash flow, streamlining operations, and implementing automation to enhance profitability and scalability. My structured, high-touch approach consistently yields measurable ROI, with clients achieving returns of 10x to 22x, resulting in annual cost savings of hundreds of thousands and significant margin improvements. Through comprehensive financial analysis, operational coaching, and customized implementation plans, I empower businesses to eliminate inefficiencies, reduce overhead, and foster sustainable growth.
Transamerica Financial Advisors, Inc.Registered Investment Advisor
Jan. 2024 - Jun. 2024Pacific NorthwestAdept at cultivating strong client relationships, analyzing risk factors, and delivering comprehensive financial guidance to ensure optimal coverage and financial security. Demonstrated ability to meet key performance indicator targets through effective communication and a thorough understanding of financial products and market trends. Maintain detailed records of client investments, retirement plans, insurance policies, and benefits administration. Leverage variety of planning tools and clear, comprehensive presentation methods to convey financial strategies and advice.
Equitable AdvisorsFinancial Professional
Jan. 2022 - Dec. 2023Pacific NorthwestProvided financial advice and guidance to public sector employees and privately held businesses. Collaborated with partners and associates to develop tailored financial plans for clients, ensuring the most suitable products are utilized according to unique circumstances. ● Empowered individuals in reducing portfolio fee expenses in 403B/401K accounts by 0.5-1.5% through selecting suitable investments within retirement account. ● Identified a training gap for new associate, particularly female associates. Created study groups to foster a workplace environment inclusivity and collaboration. These study groups were safe spaces, outside of mandated training, where associates could test ideas, business plans or growth models, and seek guidance from expert guest speakers that I brought in from branches around the country, increasing KPIs for all involved.
SCORE MentorsCertified Small Business Mentor (Volunteer)
Nov. 2021BellinghamDelivered critical guidance and support to start-up business clients and existing finance managers, directors, and CFOs, assisting in the planning, directing, organizing, and reviewing activities of finance departments. Specialized in mentoring business clients in various financial functions, including annual reporting, fund accounting, payroll, accounts payable, accounts receivable, utility billing, investments, short-term and long-term debt, tax audit functions, procurement processes, report production, financial analysis and reporting, financial planning, financial compliance, financial management, budget and financial management, business planning, data integrity, risk management, disaster recovery, asset management, choosing accounting software systems, and generally accepted accounting principles. Guided in the coordination with third parties in annual budget development, budget preparation, budget analysis, and budget implementation to ensure compliance with local, state, and federal agencies. Acted as state presenter for taxes and licensing, demonstrating adeptness in public speaking, PowerPoint presentations, Microsoft Office products, Zoom webinars, public presentations, community relations, public relations, and dispute resolution. ● Continuously provide valuable cost-saving recommendations by matching mentees with the appropriate accounting software based on their business type, scale, and unique needs.
The Bellingham MakerspaceMarketing Director (Volunteer)
Jul. 2021 - Aug. 2022United StatesThe Bellingham Makerspace is a family-friendly space that individuals and families can come explore and express their creativity in many different ways. At the Makerspace, we try to offer as many mediums as possible. Our tools and capabilities include a variety of 3d printers, laser cutting and engraving for wood and acrylic, vinyl cutting for stencils and stickers, large format printers, electronics workbenches, sewing machines, CNC machining, ceramics, screen printing, and a full woodworking and metalworking shop.
Our goal is to create a neutral space for community members to come and explore their creativity with like minds. We have a multipronged approach to this goal. We offer classes to the general public, both in arts and crafts, as well as how to use the various tools available in our space. Members have access to tools and space to work on their projects that would otherwise be unaffordable or inaccessible. We also have volunteer “tool champions” to help members with their projects. Anyone can become a member for a nominal fee, and we have discounted memberships for students. Additionally, we host events where anyone can come and share their projects and ideas to gain feedback. For those looking to expand their craft and needing space, we offer studio space for rent. Finally, we collaborate with other organizations and schools, to share art and knowledge. For information about the Bellingham Makerspace, visit our website at www.bellinghammakerspace.org.
Self-Employed Probate & Estate Coordinator
May. 2019 - May. 2021Provided expert guidance to families in probate, trust, and estate administration. Facilitated critical documentation, collaborated with legal and financial professionals, and coordinated asset transfers to meet clients' needs while minimizing tax liabilities. Assisted clients in obtaining Social Security Disability Insurance benefits and Medicaid when required. Developed strategies to safeguard clients' estates from excessive tax burdens, ensuring efficient asset transfer and maintaining financial stability.
MANETTE BUSINESS ASSOCIATIONTreasurer & Finance Director (Volunteer)
Jan. 2016 - Mar. 2018Headed financial operations and enforced regulations for business associations. Led development and maintenance of thorough financial records, including budgets and government documents. Deployed internal control systems and best practices to ensure compliance with board governance. Chaired meetings with city council, public works, and business owners to plan community events and ensure adherence to local laws. Oversaw the preparation and filing of public finances, specifically Form 990.
● Successfully prepared and filed 501(c)3 tax-exemption application, securing IRS compliance and establishing the organization's non-profit status.
● Instituted board compliance best practices, enhancing the organization's governance and operational efficiency.
Ronald Peterson Legal ClinicWA Rule 9 Legal Intern
Jan. 2016 - Jun. 2016Consumer Protection Law
Ronald Peterson Legal ClinicWA Rule 9 Legal Intern
Jan. 2015 - Jun. 2015Nonprofit Law
Nonprofit Board Development · Board Development · Internal Controls · Communication · Board Relations · Non-profit Management · Board Presentations · Account Reconciliation · Board Governance · Presentations · Leadership Development · Nonprofit Organizations · Financial Reporting
Evergreen Educational SocietyCo-Founder & President (Volunteer)
Sep. 2014 - Dec. 2017Port Angeles, Washington, United StatesPioneered non-profit organization dedicated to promoting financial literacy, education, and providing support to small businesses. Collaborated with other non-profit organizations to strengthen communities through the provision of financial education, including credit counseling and housing guidance. ● Fostered robust partnerships with other non-profit organizations to enhance community strength through comprehensive financial education.
● Built volunteer-run and succeeded in establishing financial literacy task forces in three state counties within Washington state.
LPS EnterprisesCEO & Tax Accountant
Aug. 2012 - Jul. 20182013 Harkins St Bremerton, WA 98310Established consulting and tax firm, overseeing all aspects of business operations including client relations, marketing, financial management, and personnel. Directed the hiring, training, and performance review processes, and administered compensation and benefits. Ensured the provision of a wide range of services for business clients such as full-cycle accounting in line with GAAP, budgeting, debt management, payroll services, financial analysis, and tax preparation. Facilitated individual services such as money management, college planning, tax preparation, and credit counseling.
● In 2016 alone, returned $1,560K in new jobs to the community by working with startups, and managing bookkeeping, payroll, and taxes for over 200 local business clients.
Rhode Island Student Loan AuthorityLoan Underwriter & Servicer
Aug. 2011 - Sep. 2012Loan Origination · Internal Controls · Account Reconciliation · Customer Service · Underwriting · Loan Servicing
O'Brien & GereProject Accountant
Jan. 2011 - Jul. 2011Business Analysis · Construction Management · Oracle Database · Internal Controls · Budget Management · Generally Accepted Accounting Principles (GAAP) · Account Reconciliation · Operational Efficiency · Database Development · Full-Charge Bookkeeping · Financial Reporting · Project Accounting
Auxiliary Police Department of Penn State UniversityPayroll Supervisor
Jun. 2008 - Dec. 2010Internal Controls · Payroll Processing · Payroll Management · Budget Management · Account Reconciliation · Payroll Administration · Database Development · Full-Charge Bookkeeping · Financial Reporting
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