Founded in 1932, Sapers & Wallack is a comprehensive insurance, benefits and wealth management services firm. Fortune 500 corporations, non-profits, venture-backed private equity portfolio companies, family-owned businesses, and individuals appreciate the company as much for its ability to deliver innovative, cost-effective solutions as well as its thoughtful, customized management approach. Now stewarded by the third generation of founding families, integrity remains our guiding principle.

Radio Entrepreneurs shares the stories of entrepreneurs in the interest of giving more exposure to innovative and fast moving companies while creating a knowledge pool for the enrichment of the entrepreneurial community around the world.The show is broadcast daily and the characters in our stories are entrepreneurs from various backgrounds, all supported by the Radio Entrepreneurs staff, social media, the Mage team, and the show’s host, Jeffrey Davis. The conversation is their story: the story of who they are and how they became an entrepreneur.

• Responsible for general ledger maintenance, financial statement preparation and specialized reports• Developed and implemented new expense report parameters and procedures • Fully engage in monthly budget and disbursement process in the United States & China• Responsible for regulatory filings and tax compliance for our United States, China and Hong Kong entities• Restructured chart of accounts and general ledger system for easier to read and faster reporting capabilities• Implemented segregation of duty policies for cash disbursement procedures• Perform FSCP including adjusting entries for accruals and estimates • Manage all banking transfers and sign for all outgoing checks and wires• Communicate revenue activity and other matters directly to CEO and business development team daily• Created filing systems for corporate documents, filings, contracts and accounting records• Manage company’s legal and accounting professional service teams to accomplish strategic initiatives

• Responsible for financial statement preparation and reporting • Managed a 5 person accounting department and oversaw general ledger maintenance• Initiated and enforced new spending and work order approval process to adhere to cash outflow needs• Managed accounts receivable collections on all current and delinquent customer accounts• Developed relationships with banks to obtain short term financing and preferred services and rates• Managed purchases and oversaw the logistics for delivery of materials for 40+ simultaneous projects• Communicated with venture capital firms to fund commercial and luxury condominium projects

• Responsible for general ledger maintenance, financial statement preparation and specialized reports• Managed $186M delinquent loan portfolio with 164 loans and 253 collateralized properties• Engaged with team to close $10M in property sales within one year• Responsible for maintaining general ledgers for 10 related entities and subsidiaries• Reported financial information to partnering SBIC’s and venture capital investors• Responsible for calculating and disbursing all portfolio investor payments• Conducted all accounts payable disbursements and client invoicing• Organized, labeled and computerized all loan portfolio information and financial data

Prepared and filed state and federal income taxes for low income/disabled domestic individuals