Brian W. Email & Phone Number

Virginia

• Named one of Entrepreneur Magazine's 100 Brilliant Companies of 2015, CrowdCheck is a third party due diligence provider for online securities offerings. As an analyst, I assist entrepreneurs as they navigate online.
• Assist small businesses and entrepreneurs through the disclosure and due diligence process that provides online investors with the information they need to make informed investment decisions and avoid fraud.
• Review corporate documents to ensure their accuracy and completeness.
• Speak with entrepreneurs and assist them throughout the due diligence process.
• Prepare thorough and well-written reports based on my research.
• Research individuals to help ensure compliance with the “bad actor” disqualification and disclosure provisions of Rule 506 of Regulation D.

Baltimore, Maryland Area

• Monitor daily activities to ensure proper compliance to family code of conduct
• Lead conflict resolution meetings
• Currently lead negotiator for the "Carrots for Cookies" daily dinner program
• Responsible for education of numbers, colors, life lessons
• Explain "Why?"

Washington D.C. Metro Area

• Updated and maintained the ‘Execution Status Report’.
• Monitored obligation and expenditures to ensure Mid-Year benchmark goals were met.
• Prepared and reviewed “Mid-Year Information Sheets”.
• Prepared COBRA reports in order to provide analysis of obligations and expenditures.
• Provided ad hoc COBRA reports.
• Prepared and reviewed Task Planning Sheets

Washington D.C. Metro Area

• Prepared all funding request documents, (WX’s, MIPR’s, Fad Sheets) in Prisms and all ancillary documentation.
• Tracked all funding documents from the program office to the receiving field activity.
• Provided QER inputs and answered inquiries
• Attended QER meetings
• Maintained ‘Daily Document Status File’
• Tracked all funding documents to ensure proper execution.

White Marsh, MD

• Prepared various weekly reports; subscriber connect/disconnect file, trouble call list, sell-in file, and audit file.
• Consolidated weekly operating reports into master file
• Prepared various month end reports
• Prepared ad hoc reports based on information pulled from “Warehouse” database.
• Assisted in analyzing effectiveness of various marketing campaigns

Washington D.C. Metro Area

• Prepared COBRA reports to provide analysis of IWS obligations and expenditures.
• Disseminated PB08 RDT&E funding controls, reviewed budget exhibits, and worked with SEA 01 and Program Offices to ensure timely submission in NHS.
• Prepared PB-08 RDT&E budget binders
• Issued “Mid-Year guidance”, worked with CFO and Program Offices regarding programs that did not meet obligation and expenditure benchmarks
• Tracked “Mid-Year Information Sheets” and Deficiency Statements.
• Correspond with Project Managers and Field Activities to ensure timely execution of funds

B.S., Electronic Media And Film

Radio, Television, And Digital Communication

Activities and Societies: Edinboro University Television