As a result of the merger of Impression Marketing (where I was CEO) and WebStrageties I now have the responsibility for ensuring we continue do deliver results for all the former Impression Marketing clients that are now part of the WebStrategies family. I am also responsible for bringing in new strategic business clients that are looking to increase their business through enhanced sales and digital marketing efforts.

Develop solutions for companies to effectively market their products and services on the Internet. Focus on generating visitors to company websites and internet portals and converting those vistors into customers. Offer Branding & Marketing, Web Design & Development, Search Engine Marketing, Social Media, ecommerce and analytics to ensure clients utilize the most cost effective tools to generat sales leads. Currently service clients in Healtcare, Financial Services, Professional Services, Home Services, Retail, Real Estate, and Manufacturing sectors.

Manage teams implementing major business initiatives to significantly increase profits, and develop business efficiencies, scale, and operating controls across multiple platforms.Leadership of $5M project to migrate 500 million client cost basis records valued at $3.4 trillion to enhanced software platform impacting 18 systems and 20,000 users. Led the strategic formation of a new Mutual Fund operating platform initiative to increase firm profits by $150 million over four years. Implemented 2008 fund conversions to new platform generating $25 million in incremental profit. Led Mutual Fund merger conversion team in converting 5 million mutual fund positions to Wachovia and vendor platforms.Implemented several control related initiatives to improve reconciliations and risk monitoring for high volume web based cash and securities transaction request systems to meet Audit and Regulatory mandates and significantly reduce resource expenses.Improved client cost basis data quality by 25% in one year by reorganizing and streamlining cost basis department supporting 20,000 branch associates through Six Sigma approach to technology, people, and process enhancements. Developed strategy for additional major quality enhancements.Designed new testing strategy and process by partnering with third-party off-shore vendor on regulatory initiative to prevent distribution of restricted client assets, saving $1M annually.Business Systems Analysis & Control Manager (2004-2006)Developed new department to improve controls for security entitlements, brokerage system changes and management of regulatory and control oriented projects.Implemented Sarbanes-Oxley and Graham-Leach-Bliley required controls in brokerage system. Developed new procedures and controls for 40,000 brokerage system user base to meet corporate information security mandates.

Developing strategy, business case, obtaining budget approval and managing business & technology projects for various business units. Managed various sized teams. Worked directly with information technology staff, consultants, and internal business teams.

Manage Business Systems Analysis & Control department in Business Services Group

Plan, develop, test, and implement web based automated workflow processes to gain efficiencies in analyzing and recording customer transactions, and improving Financial Advisor services.Developed workflow based web services for high volume client cash and securities transaction requests enabling straight-thru processing and reducing operating costs in the front and back office while increasing controls and service.Automated costly manual processes to record and track client transactions.

Manage the selection, development, testing, implementation, and support of the firm's financial systems. Implemented various automation projects to streamline processes and reduce cost.Managed all D&B systems (GL, AP, FA) and converted to First Union D&B platform.Implemented ADP/PeopleSoft Human Resources/Benefits/Payroll system.

Coordinated host based accounting system software installations and modifications and developed Finance Reporting System to support CFO and Controller teams.

Managed Payroll team responsible for compensation of 1,700 salaried and commissioned employees. Coordinated merger payroll conversion and automated manual processes.

Consolidated firm budgets, and prepared revenue and expense financial analysis for CFO team.

Performed budget consolidation, financial analyses of revenue and expense variations, accounting for closing of business lines, and special projects for Fortune 500 corporation.

Led audits of public, private, and not-for-profit organizations for major public accounting firm.

Audited corporations and partnerships in retail, manufacturing, and professional service industries. Prepared tax returns for individual and corporate clients.