Certified as a Volunteer Income Tax Assistance Tax Preparer

Manage IDA (Individual Development Account) program for region; oversee statewide IDA programProvide 1:1 financial coaching (budgeting, credit, savings, debt reduction, credit repair, retirement)Teach Financial Literacy classes to publicProject management

Focus on fundraising and purchasing local foods for school breakfast and lunch menus; weekly taste tests of recipes that incorporate local foods with the intention of integrating the foods in the lunch and breakfast and snack menus.

Managed all sales orders from sales to shipment, communicating directly with domestic and international customers, Research and Development, Technical Support, Production and Shipping.Proficient in International export administration. Provided monthly sales reports, repair status reports and inventory reports to senior management.

Developed and managed business relationships with 50 leading Massachusetts companies including Staples, Inc., EMC Corporation, The Gillette CompanyDesigned and implemented a banking benefits program for employees of new corporate relationshipsCreated and executed detailed marketing plans for each assigned company in order to maximize employee participationDeveloped and presented financial seminars to employees of sponsor companiesCoordinated and attended events and organized direct mail campaigns to increase credit union membershipIncreased credit union membership base by over 30% over a two year period resulting in a 25% growth in company assets

Provided investment advice to new and existing clients in order to maximize branch salesAchieved top status among CSRs bank wide for new client sales while consistently exceeding quarterly sales goals by 30%Trained new employees in banking operations and product knowledge