Formerly a patient, I work on a part-time basis to promote brand awareness for a physical therapy and sports performance facility. I provide copy and photo-/videography support, facilitate affiliate partnerships, and assist with community outreach and other marketing efforts including social media posts, client/patient newsletters, and website copy. I also draft office policies and I've filled in as a personal trainer!

Available for:-Content Writing/Editing: for websites, social media, programs, bios, newsletters, etc. -Technical Writing to create process/procedure, training materials, forms, surveys, and other more formal business documentation-Small business infrastructure and operations support-Funding Strategies/Grant Research and Grant Writing support-Personal growth services: mindset/fitness/nutrition

Creating or enhancing processes, procedures and systems across a variety of departments including IT, Operations, HR, Accounting, Marketing, and Accommodations to foster better efficiency and communication for company success.

In August 2017, I shifted into an office role as the Accommodations & Device Manager for the company in addition to assisting the AZ Regional Manager with the AZ projects and acting as an HR liaison.Previously (Nov 2016-Aug 2017) coordinated the project management duties and documentation for the framing of a 4-story, 223,800 sqft senior living facility in Prescott, AZ.OSHA10 and OSHA30 Certified.

Conducted complex field corporation state tax audits and gained exposure to various industries’ operations and business practices and the prevailing tax schemes.- Effectively interfaced with taxpayers, their representatives, and supervisors and colleagues in other units within the Department (Legal & Appellate Units) to resolve audit cases- Generated ideas for legislative proposals based on audit issues and assisted with audit selection- Maintained the shared drive for my unit, ensuring information is organized, up-to-date and readily accessible- See project experience section for committee/project workRevenue Examiner 1 – Business & Employment Tax Audit (2007-2010) Conducted field and office audits on individuals, corporations, S-corporations, LLCs and self-employed persons with regard to employment and income tax compliance. - Cross-examined returns with information from various regulatory agencies (e.g. IRS and DOL) and analyzed confidential accounting records and supporting documentation- Assembled work papers (using Excel) and presented to taxpayers to demonstrate the proper application of CT and Federal tax statutes - Additional duties included audit selection work and technological assistance to colleagues during the transition to virtual audits/paperless processing

Capital Concepts is an independent financial brokerage firm providing service to approximately 300 households. The role of the Director of Operations included:- Managing business organization; from office design & construction and furnishing to day-to-day operations- In charge of office budgeting (to open the company and month-to-month) and bill and wage payments - Maintaining all client files including; account forms, transaction documentation, cost-basis information, account summary sheets for reviews, and incoming or outgoing client communication- Handling all community outreach efforts (marketing and Chamber of Commerce membership)- Responsible for compliance with SEC and other Federal and State regulatory agencies regarding sales products and practices and maintaining all trading licenses - Liaison for communication with clearing firm (for trading, account creation and maintenance)

As a Registered Sales Associate, I assisted the program's biggest CT producer, providing service to over 2,000 households.- conducted monthly branch staff and insurance agent trainings to generate referrals (5 branches)- implemented client management system and coordinated marketing, scheduling and research efforts- obtained CT Life & Health Insurance LicensesAs an Operations Assistant and Sales Specialist, I was the key contact at the Office of Supervisory Jurisdiction for 10 brokers, 4 sales assistants and all of their clients, as well as the direct contact for fund companies.- administered the OSJ set of client files and handled sales reporting- processed/tracked transactions and corrected transaction errors- ensured product sales kits for broker use were up to date in all branch locations- researched product ratings and performance

- Coordinated marketing and research and executed client service-related activities for a team of 4 brokers- Provided guidance for college interns- Developed a quarterly newsletter for existing clients- Obtained NASD Series 7, 63 and 65 licenses