-Review & process all invoices for payment and ensure all required documents are included in invoices to post in Sage/Timberline.-Work with subcontractors in handling all payment discrepancies and contract & purchase order variances.-Assist with monthly closing procedure.-Assist in preparing & submitting monthly loan draws with our banks and lending partners. -Manage day to day cash balances for assigned projects. -Assist in preparation of year end 1099 and W9 issuance and reporting along with income information to be used on company financial statements. -Review of job cost budgets with department heads and all budget revisions are recorded. -Issuing check payments to subcontractors and vendors.-Recording journal entries within the general ledger.-Assisting controller and department managers with miscellaneous accounting tasks and projects as needed.

Responsible for servicing and growing assigned book of approximately $8 million AUM. Also responsible for referral follow up for referrals from bank channel for up to $250K and/or partnering with senior wealth advisors for opportunities larger than $250K. Identify and cross-sell bank, credit, deposit, and lending opportunities as well to appropriate bank partner.

I am continuing my career with Merrill Edge as a Financial Solutions Advisor in a local Bank of America financial center, where I meet people in person to continue to build strong relationships and help them achieve their financial goals.

I work with clients as a phone based adviser providing solutions to help each client meet their financial goals by utilizing the Merrill Edge platform of products & services. I work with all types of accounts including retirement, trust, brokerage, checking, saving, and college 529 plans. Merrill Edge is a division of Merrill Lynch that offers multiple and diverse individual investment and complete portfolio solutions to address each client's unique financial situation, risk tolerance, goals and objectives.

Branch operations & client service. I assist with all branch operations required to make our client relationships mutually successful. Duties include any service issue required by Schwab clients, account maintenance, check cashiering/deposit, regulatory compliance, account maintenance & opening, multiple departments liaison, and identifying new business opportunities for our branch and Schwab.

I educate 401k participants in their respective plans and assist them with any change or service issue they may request. I also effectively position Schwab products & services when appropriate.

A company with approximately 8 different websites that specializes in selling life insurance in all 50 states through our websites or by phone with a licensed life insurance representative. We also have extensive experience generating qualified leads of people interested in life insurance products that we market & sell to other insurance companies.Responsibilities & AchievementsAppropriate assessment and sale of life insurance to customers nationwide through handling of high volumes of inbound & outbound phone calls of life insurance inquiries by radio, mail, e-mail, and website visitsSales training experience in educating agents & other companies how to sell our insurance products online & by phone through the use of webinar, conference call, and in person sales training

A company that specializes in the sale of supplemental insurance products. These products include disability, cancer, accident, and other additional types of insurance sold through in person benefits enrollment presentations to employees.Responsibilities & AchievementsIndividual & group presentations in person educating employees of supplemental insurance products offered and the pretax benefits of enrolling in these benefitsSales experience in working with a variety of different business environments and employeesExtensive use of Windows related & internet technology in presentations & enrollments

California Multiple Subject Teaching Credential with emphasis on English as second language4 grade teacher of gifted students6th grade teacher of students with English as a second languageSubstitute taught in all grades kindergarten through 6 grade while obtaining credential