• Represented the economic development partnership at national trade shows, industry specific conferences, and local community organizations publicly and privately based • Initiated outreach to company leaders regarding office and plant visits for business retention and expansion efforts • Responded to requests for proposal (RFP)s by companies, directly or through the State of Florida, wanting to expand or relocate their operations • Conducted research of commercial properties and realtors, business entities and executives, and labor and economic indicators • Provided additional support at partnership functions and events to its members as needed

• Actively managed a 300 plus caseload of delinquent and\or deficient taxpayers to the State of Florida • Contacted corporations, individuals, and other legally defined entities regarding their corporate, sales and use, and reemployment tax obligations • Resolved outstanding liabilities by initiating corrections, recommending compromises, and collecting taxes, interest, penalties, and fees due to the state • Researched and compiled information for further enforcement activities, including tax liens and freezing of financial assets

• Contacted and provided initial information to CPAs, attorneys, and clients about the firm’s 1031 Exchange Plus plan and cost segregation analysis• Researched and complied public data of recent purchasers of commercial real estate of $750,000 plus to contact as potential clients• Networked with local realtors and organizations to raise awareness and gauge interest in the firm’s services • Provided additional marketing services and support as requested by the owners

• Served as a point of contact for business entities securing or renewing their occupational licenses with the county • Certified that business organizations complied with industry guidelines and regulations at the local, state, and federal levels • Maintained and updated daily the county’s 40,000 record database utilized by government agencies, businesses in the public and private sectors, and obligated taxpayers

• Served as the relationship manager for the Indiana CollegeChoice CD 529 Savings Plan • Contacted private and public entities for the purpose of offering our savings plan as an employee benefit through payroll deduction or paycheck insert for at home use • Represented and gave presentations at benefit fairs, industry tradeshows, private conferences, and public events • Contacted broker-dealers and registered investment advisors for the purpose of recommending our savings plan to their clients

• Administered Indiana’s $300 million Public Deposit Insurance Fund and collateralization program • Supervised the office manager and daily operations, including the monitoring of $12 billion in public funds deposited in 160 approved financial institutions • Identified areas of improvement in policy and office procedures for the newly elected state treasurer

• Assisted the state treasurer with formulating potential legislation and policies for the office• Served as Vice-Chairman Appointee to the Indiana Housing & Community Development Authority• Served as primary spokesman to media outlets including print, radio, and television• Drafted press releases, op-ed pieces, briefing papers, and content for the office’s website