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Work Background
Tax Credit Services, LLCDirector of WOTC Operations
Aug. 2024Memphis, Tennessee, United StatesOversee national federal tax incentive program that incentivizes workplace diversity and facilitate access to good jobs for American workers. Cultivate national legislative agenda to promote program permanency. Safeguard effective state partnerships, deliver efficient program results to clients and ensure consistent improvement of product delivery by working in concert with executive leadership.
COUNTRY Financial®Associate Agent
Oct. 2023 - Sep. 2024Royston, Georgia, United States
Reins of LifeEquine-assisted Therapist
Oct. 2023 - Sep. 2024Eastanollee, Georgia, United States
Stephens County HospitalManager, Government & Community Relations
May. 2022 - Jan. 2023Toccoa, Georgia, United StatesServed CEO as external liaison to municipal groups, local, and state organizations, and trade associations, influencing policy, legislation, and funding for rural healthcare. Advised CEO and internal leadership on sensitive policy areas impacting the Hospital. Regularly met with legislators and staff regarding priorities and served as primary contact. Articulated business development opportunities with service providers, eliminating gaps in provider coverage. Improved revenue streams including B2B, private donor, and private, state and federal grants. Extensive work in the Georgia Rural Hospital Tax Credit; specific improvements in donor cultivation, analytics and administration. Drove community engagement through a consistent presence, new partnerships, and event management. Supervised the triennial Community Health Needs Assessment. Facilitated internal meetings with key leadership as needed, presenting analysis and recommendations on key topics.
Holly Thomason - State Farm Insurance AgentLicensed Insurance Agent
Dec. 2021 - Apr. 2022Hartwell, GAServed as a Life, Health, Property, and Casualty Insurance provider. Educated potential consumers as to each type of coverage, making recommendations based on their needs and budget, and evaluating each option provided by the agency. Evaluated current insurance coverage and recommended additional options when necessary. Maintained all insurance documentation according to law and confidentiality regulations. Promoted the agency within the community, networking with potential customers, and creating events and opportunities for client engagement. Licensed in Georgia and South Carolina.
Stephens County Farm BureauInsurance Agent
Aug. 2020 - Nov. 2021Eastanollee, Georgia, United StatesServed as a Life, Health, Property, and Casualty Insurance provider. Educated potential consumers as to each type of coverage, making recommendations based on their needs and budget, and evaluating each option provided by the agency. Evaluated current insurance coverage and recommended additional options when necessary. Maintained all insurance documentation according to law and confidentiality regulations. Promoted the agency within the community, networking with potential customers, and creating events and opportunities for client engagement. Licensed in Georgia.
Stephens County Farm BureauProgram Specialist & Office Manager
Feb. 2018 - Aug. 2020Eastanollee, GA Closely monitored agriculture-related legislation on the local, district, state, and federal levels, activating a grassroots advocacy campaign as needed. Collaborated closely with legislators on policy impacting the local agriculture community. Coordinated all events, including formal fundraisers and community-wide engagement awareness weeks. Spearheaded agriculture in the classroom activities for the county school system including partnerships with colleges, businesses and producers. Won Industry Legislative Award for significant advancements in policy and advocacy. Served as the Agricultural Liaison at the Toccoa-Stephens County Chamber of Commerce. Also served as the agency office manager, overseeing the budget and any grant writing and management, staffing and administration.
Pioneer RESALong Term Substitute Teacher & Paraprofessional
Oct. 2017 - Jan. 2018Cornelia, Georgia, United StatesServed school systems from 11 counties by working one on one with their students with extreme disabilities who were not eligible for classroom placement. Supported students ranging from Kindergarten-aged to those in high school but with skillsets markedly different than their chronological ages, including nonverbal needs. Supported curriculum development for students with autism, behavior modification plans and more. Worked closely with elder students on the autism spectrum to develop skills-based learning objectives critical to successful living.
HIREtech, An Equifax CompanyGovernment Accounts Manager
Feb. 2017 - Jun. 2017Houston, Texas AreaPosition was created to develop a Government Procurement department, which would seek out opportunities for HIREtech to sell a suite of services to federal, state, and local agencies. Services included unemployment and wage verification, unemployment compensation claim management, and more. In addition to identifying opportunities, this position engaged with other executive management to create the proposals that were submitted to compete for awarded contracts. In some instances, this would include partnering with other service providers to ensure the objectives of the RFP or RFQ were satisfactorily met. Position was eliminated due to change in administrative focus.
Tax Credit Co.Director of Government Relations
Mar. 2011 - Dec. 2016Los Angeles, California, United StatesServed as the Director of a federal government relations program for the most widely recognized and respected company in the California Enterprise Zone (CAEZ) state tax incentive at the time that was also looking to diversify its federal portfolio. Tax Credit Co. (TCC) sought me out as a nationally recognized expert in the Work Opportunity Tax Credit (WOTC). Led executive team to create one of the most efficient and highly profitable WOTC programs in the country. The initial goal was was to train and educate the entire, national staff on the subject matter and secondarily, to create a screening program to be implemented. From scratch, we conceptualized and launched exclusive screening software, designed and implemented customer service modules, created partnership agreements, and identified the goals that would prove our success. After the launch, I was solely responsible for the relationship management of all state and federal government relations for state offices. As part of this role, I served as a Steering Committee member (4 years) and Secretary (2 years) of the National Employment Operations Group (NEOG). NEOG is a nonprofit organization composed of 10+ competitors in the tax incentive industry that partner to ensure the continued success of the (WOTC). NEOG is solely responsible for the lobbying activities that led to the laws that made WOTC continue from year to year. As a steering member and secretary of this unusual group, I led and executed the legislative strategy that led to the continuation of the laws that enabled millions of employers to participate in the federal program. Together, we identified the state-level priorities that would elevate national issues and devised game plans to make goals realities. The success of WOTC is solely attributable to the work of NEOG and the members therein. Stellar references are available from NEOG, members that belonged to competitors within the industry, and Tax Credit Co.
Tax Credit Services, LLCDirector of Client Services
Aug. 2004 - Feb. 2011Memphis, TNI began my tenure with Tax Credit Services (TCS) in direct, business-to-business, cold calling sales during the infancy of the firm. Together with the founder, I launched a sales program that resulted in exponential growth and the subsequent requirement of additional staff members to accommodate it. By surpassing goals, we grew to become recognized throughout the state as the leading provider of and top subject matter experts in the Georgia Job Tax Credit (GA JTC). As the firm grew, my responsibilities were modified to best suit its needs. I served as the trainer for all new employees, covering everything from job-appropriate subject matter to company policy. I continued to mentor new employees throughout my time there. When the firm earned a national reputation for a federal incentive, the Work Opportunity Tax Credit (WOTC), we were purchased by another firm in Memphis, Tennessee. The business again underwent a variety of changes, many of which I aided in the execution of with my role also changing as needed. Although my title was the Director of Client Services, my duties reached far beyond the scope of that job description. In addition to client implementations and onboarding, contract negotiations, and problematic applications, I supported budgeting and forecasting projects, collaborated with the software development team to create the proprietary screening software used by the firm, and also continued in my training and mentoring role. I oversaw the operations department to ensure the highest degree of efficiency while goals were met. Began to interface with lawmakers to ensure continuation of credits on the state and federal levels.
Department of Family and Children ServicesChild Protective Services Case Worker
Jul. 2003 - Aug. 2004Winder, GeorgiaUnder very limited supervision, this role assessed the level of risk to children by conducting face-to-face interviews with alleged child victims and their caretakers. Reports of child abuse, neglect and/or maltreatment were investigated in collaboration with law enforcement, the school system and in some cases, the child's health care provider. When reports were found to be substantiated, I physically removed any child(ren) from the unsafe environment. My testimony in juvenile court as to the level of risk to the child(ren) placed in the agency's legal custody was regularly required. When the child(ren) was placed in the foster care system, that transition was negotiated between the investigator and the foster care case worker to achieve the most permanent and stable family environment within as short a time frame as possible.
American Cancer SocietyCommunity Cancer Control Manager
Jul. 2001 - Sep. 2002Dalton, GeorgiaExecuted a portfolio of community-based events, with accountability for significant income targets, as well as event-related mission and advocacy activities throughout a designated geographical area. Ensured goal achievement through effective leadership, engagement, empowerment and mobilization of event volunteers. Successfully achieved each target of income performance including those set forth for Relays for Life, Making Strides Against Breast Cancer, black-tie events, Bike Rides, Golf Tournaments and other community fundraising events. Established best practices for event revenue growth. Significant emphasis on the engagement of volunteers through recruitment, training and management, community involvement and participation. Active collaboration with community partners (health, financial and educational systems, etc.) to ensure success on financial and engagement goals. Supported ACS grassroots advocacy program and increased program membership.
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