Charles Heath Email & Phone Number

Leawood, KS, US

Kansas City, Missouri Area

• Worked on chargebacks, write offs, adjusting entries and other projects as needed for GSA Fleet Management Services.
• Reduced chargebacks from over $6 million to less than a million in a year. Called on agency customers, obtained proper documentation, then rebilled the chargeback using updated documentation.
• Performed an average of more than 150 adjusting entries per month to properly account for canceled orders, or price adjustments to orders.
• Write offs were minimal. Typically performed for old receivables that were deemed uncollectible.

Kansas City, Missouri Area

I headed up a team of people responsible for helping procure subsidized childcare costs for Army families. Charged with making sure that our team met its daily goals, plus took on special projects as needed by other teams within the overall group. Tracked daily production of each individual team member and reported to GSA management our daily results..

• Leading company in the field of stamping press service and repair. Ward & Garrison worked with all parts of a stamping press, including press controls and mechanical functions. Involved in all aspects of the company.
• Utilized Peachtree accounting software, reconciled financial statements.
• Supervised a staff of 4 Field Technicians and 1 Technical Salesperson.
• Helped oversee 12% revenue growth in 2011, and 16% through June 2012 (year over year).

• Recommended equity purchases and sales to portfolio managers, based on quantitative and qualitative factors relevant to specific company outlook.
• Researched economic factors as it related to sector being analyzed to determine highest quality investments for equity portfolios.
• Communicated ideas to portfolio managers through face to face meetings and through a weekly newsletter, which I commenced during my time at UMB.

• Leading bank and asset manager in the Kansas City area and throughout the Midwest, with a focus on small and medium sized businesses as well as high net worth individuals.
• Managed over $200 million in trust client investment portfolios, allocating assets based on client risk tolerance and UMB Asset Management quality guidelines.
• Managed portfolios up to $8 million in total relationship size with over two dozen portfolios greater than $1 million in size.
• Reported portfolio results to client, either through phone interaction or face-to-face meetings.
• Assisted in sales efforts to bring in new clients, explaining investment process, presenting current economic conditions, and risks involved with each type of investment.

Master Of Business Administration (M.B.A.)

Bachelor Of Business Adminstration, Finance

Activities and Societies: Alpha Kappa Psi