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Work Background
Ross Investment Strategies, LLCWealth Management Specialist and Financial Market Teacher
Sep. 2020Columbia, South Carolina Metropolitan Area⬧ Drove $10.1M revenue through strategic trading and investing, achieving 73.17% success rate. Managed virtual community of 400+ learners, enhancing financial literacy globally.
⬧ Pioneered B2C model for financial markets education, leveraging technical analysis and advanced charting to guide investment decisions and wealth management strategies.
⬧ Spearheaded free stock market literacy workshops for students and adults across 6 countries, fostering financial empowerment and global market understanding.
⬧ Utilized robust research capabilities to identify lucrative investment opportunities, optimizing asset capitalization and debt liquidation strategies for clients.
⬧ Cultivated financial acumen in diverse demographics through tailored educational programs, driving economic literacy and investment proficiency worldwide
Prisma HealthFinancial Business Analyst
May. 2019Columbia, South Carolina Metropolitan Area⬧ Currently designing Pro Formas for new capital and employment requests. ⬧ Computing monthly bonus payments for physicians and surgeons. ⬧ Building an annual modified zero-based budget for multiple departments. ⬧ Entering monthly journal entries booking supplement payment expenses. ⬧ Architecting pivot tables for monthly expense reporting. ⬧ Generating revenue variance analysis for monthly cash flow comparisons. Facilitating monthly finance report meetings with department heads
⬧ Driving cost-saving initiatives that is slashing departmental budgets by 20% through data-driven insights and process optimizations.
Voorhees CollegeAssistant Professor Of Finance
Jul. 2016 - Dec. 2024Denmark, South Carolina⬧ Developed innovative finance curriculum aligned with job market trends, enhancing students' practical skills and employability prospects.
⬧ Mentored students through academic advising, fostering their academic growth and career development in finance and business sectors.
⬧ Pioneered remote and online learning experiences, adapting teaching methods to meet evolving educational landscapes and student needs.
⬧ Secured departmental funding through strategic budget proposals and grant writing initiatives, driving program expansion and resource allocation.
⬧ Achieved ACBSP Evaluator Certification, contributing expertise to business department accreditation processes across US universities.
⬧ Spearheaded cutting-edge finance curriculum, aligning coursework with industry trends to boost student employability and practical skills in the field.
Voorhees CollegeAssistant Professor Of Finance
Jul. 2016 - Dec. 2024Denmark, South Carolina⬧ Developed innovative finance curriculum aligned with job market trends, enhancing students' practical skills and employability prospects.
⬧ Mentored students through academic advising, fostering their academic growth and career development in finance and business sectors.
⬧ Pioneered remote and online learning experiences, adapting teaching methods to meet evolving educational landscapes and student needs.
⬧ Secured departmental funding through strategic budget proposals and grant writing initiatives, driving program expansion and resource allocation.
⬧ Achieved ACBSP Evaluator Certification, contributing expertise to business department accreditation processes across US universities.
⬧ Spearheaded cutting-edge finance curriculum, aligning coursework with industry trends to boost student employability and practical skills in the field.
Claflin UniversityAccountant
Jun. 2015 - Jun. 2016Orangeburg, SC⬧ Performed daily journal entries booking cash transactions. ⬧ Responsible reconciling bank statements with the general ledger. ⬧ Performed month-end closings entering journal entries capturing interest and payments. ⬧ Entered monthly amortization journal entries. ⬧ Built annual budget meeting with departments verifying requests. ⬧ Performed monthly Merryl Lynch investment portfolio reconciliations capturing all realized gains, booking them to the general ledger.
South Carolina State UniversityAssistant Budget Director
Jan. 2005 - Sep. 2014⬧ Performed annual budget creation projects. building the University’s modified zero-based budget.
⬧ Reported quarterly budget vs. actual reports to the Board of Trustees.
⬧ Created system workshop trainings for department leads and admins on how to use their budgeting screens within Banner Systems.
⬧ Utilized Banner SQL for system accounting errors and reclassification of expenditures.
⬧ Performed system reallocations for year-to-date expense errors to correct expense accounts.
⬧ Created and maintained chart of accounts for accounting and human resources daily use.
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