(Xcentric purchased by Right Networks)• Promoted within company because of demonstrated team leadership skills and successful management of largest clients• Manage the health of 50+ CPA firms, totaling $7.5 million in ARR, managing most of the company’s largest and most strategic clients• Mentor, lead, and coach members of the Client Success team• Oversee the renewal process for clients coming to the end of their contracts, identifying risk factors well ahead of a renewal conversation, mitigating churn risk• Advise firms’ technical needs including strategic technology direction• Visit clients to present technology plan to key stakeholders• Steer and write content leveraged by the company to educate and update clients• Create and organize training materials for the Client Success team• Create KB articles for internal use and for clients• Cross-sell various products and services to clients

• Responsible for overseeing the health of 40+ CPA firms• Oversee the renewal process for firms coming to the end of their contracts• Advising firm’s technical needs including strategic technology direction• Client visits to present technology plan to key stakeholders • Steer and write content leveraged by the company to educate clients• Lead various value-add webinars to the client base• Cross-sell consulting and various services into client base• Create and organize training materials for the Client Success team

Supporting the COO on special projects- Responsible for creating and maintaining a training platform called Generis University that delivers helpful content to the consultants in the field.- Responsible for filming, producing, and editing video content for training, team updates and public-facing marketing material. - Provide logistical support to consultants regarding marketing events and conferences they attend.

Reporting to the Director of Information Access Services and managing front desk employees• Responsible for maintaining the front desk including checking in and checking out books for patrons, helping them with research, and providing various other forms of customer service.• Making quarterly schedules, developing online training manual, working on various projects for workflow improvement, and shutting down the library three nights a week.

Reporting directly to the owner of the company and completing various tasks for him.• Maintained the owner’s personal bank accounts, bill paying, personal financial statements, and his working budget• Worked on various short-term and long-term projects daily that helped maintain order in the office as well as providing efficiency and effectiveness for the company and the owner• Researched various new business opportunities for the company and for the owner’s personal entrepreneurial ventures• Booked and organized all travel plans for the owner as well as for other business related visitors

Responsible for underwriting loans in specific regions for four different branches.• Supported Senior Loan Officer by performing cash flow analysis, financial ratio analysis, and credit report analysis of customers• Maintained relationship with customers to work within their business model and current financial status• Assessed and complied data on customers in order to make recommendation to lenders

Selected to participate in the Management Training program.• Worked as a Personal Banker & Credit Analyst; Shadowed Branch Managers• Trainer for new tellers in a take-over branch• Worked with lenders and met with customers accordingly• Executive management sessions• Developed leadership & presentation skills through projects and drills with management team