Proficient in various aspects of administration, supply chain management, compliance, marketing, accounting, and government contracts.Adept at providing executive support, maintaining vendor relationships, and conducting market research.Skilled in CRM platform administration, customer service, and technical support.Demonstrated expertise in ensuring compliance with State and Federal regulations, including ATF and NFA requirements.Strong capabilities in marketing material creation, trade show management, and social media channel management.Experienced in accounting functions such as AP/AR, payroll, and employee benefits administration.Well-versed in handling government contracts, coordinating with DFAS administration, and ensuring DFARS compliance.Proven ability to multi-task effectively and deliver exceptional results in fast-paced environments.

Financial, Business Development & Marketing ConsultantAssisting and advising various clients in their financial growth and market expansion strategies. Focused on providing expert guidance and innovative solutions to help clients achieve their business objectives and enhance their market presence.Previous Clients:Kimmie Candy CompanyEXIT RealtyeXp RealtyHurricane Grill & WingsNutritiveBusiness Local ListingsUnited WinesHD ShowingsPriceWaterhouse CoopersOutback Steakhouse / OSIFort Knox SecurityAXA AdvisorsCountrywide Financial

Utilizing my diverse skill set in human resources, sales and marketing, and accounting.I successfully implemented and maintained the PEO program, developed procedures, managed payroll, benefits, and insurance, and excelled in employee leadership and personnel record management.I demonstrated expertise in budgeting, A/P, A/R, banking, commission payments, vendor audits, employee expense reimbursements, and executive reporting.I showcased my ability to create and manage contracts, implement branding and tracking strategies, and provide exceptional reseller support.

Investment & Brokerage AdvisoryPre/Post Retirement PlanningAs the former Director of Investments & Advisory Services and Director of Operations, I demonstrated expertise in employee management and associate training, implementing procedures for employee retention and advancement. I successfully managed various aspects of business, research, and front office administration. I was responsible for designing and updating the firm's Employee Handbook and roster, as well as preparing detailed job descriptions and training manuals.I developed Standard Operating Procedures for various departments, including Marketing, Sales & New Business, Research, and Front Office Administration.My strong investment research and analysis skills involved utilizing tools like MorningStar Advisor Workstation and Thompson Reuters Reports, along with creating a proprietary "Trends and Tracking" research system. I excelled in analyzing prospective and existing client portfolios, preparing sales proposals, and ensuring compliance reporting. Additionally, I handled licensing, agent appointments, and commission tracking. My marketing capabilities encompassed identifying key market themes, designing and maintaining the company's website, and organizing prospect and client educational seminars. During my employment, I successfully achieved a client retention level above 90% over 3 years.