- One of three executives running a family business that provides print and online resources for undergraduate, transfer, military veteran, and graduate students.- Create five niche publications that assist colleges and universities with their enrollment marketing plans by targeting specific demographics and expanding their recruitment reach. - Integrally involved in all business aspects with primary responsibility for the finance and treasury functions. - Build and manage budgets, invoice customers, track accounts payable and receivable, and monitor and reconcile company bank accounts using QuickBooks.- Manage bi-monthly payroll process using ADP RUN and administer 401(k) plan for employees.- Liaise with accountants to oversee fiduciary responsibilities.- Develop new client relationships and manage existing accounts to generate advertising revenue. - Design promotional emails and market publications to colleges and universities.- Use QuarkXPress and Adobe Photoshop to design layout and edit content for each publication. - Capture and verify school data using FileMaker. - Coordinate with printer and distributor to ship guides to guidance counselors and career advisors.- One of four members of the Westchester-Putnam College Conference Committee. Run three annual college fairs, each with approximately 250 schools and 2,500 visitors. Lead outreach and registration for each fair. Manage and execute all event logistics.

Offered full range of securities products and investments to wealth management clients. Held Series 7 and Series 66 registrations and Municipal Bond Club of New York membership.

Responded to employee inquiries regarding firm benefits. Escalated as needed to resolve issues.Processed COBRA payments for former employees and tracked information in Excel databases.