As a National Account Executive at Intelligize, I enable accounting, legal, compliance and investment professionals to efficiently educate themselves on current SEC requirements with our regulatory compliance solutions. Intelligize eliminates the need to spend extensive time sorting through SEC filings by combining powerful search tools with information, analytics and deep expertise. During the last two years as a National Account Executive with Intelligize, I am proud to have helped some of the top accounting firms, corporations and financial institutions streamline their process for SEC filings, typically saving them: ◆ One hour in outside counsel fees for each SEC filing prepared◆ Up to 8% in auditing firm expensesRepresenting such a forward-thinking, innovative organization in the market gives me great satisfaction. Fortune 500 companies including Microsoft, Starbucks, JP Morgan, and many of the top law and accounting firms around the world trust Intelligize to help them stay in compliance with regulations, build secure deals and agreements, and deliver value to shareholders and clients.I bring 10 years of experience in the financial services industry to my role at Intelligize, and am honored to have been awarded 100% Club membership for 2 consecutive years.Review our information in the media section below to see how we’ve helped other public and private companies fast-track the SEC filing and review process with improved confidence.Specialties: FASB Accounting Standards | SEC Filings Search | Peer Benchmarking | Earnings Call Transcripts | Quarterly Earnings Reports | Investor Relations | SOX Compliance | Business Intelligence Tool

• Review and complete annual review and renewal requests for SunTrust’s clients, throughout the footprint, with total borrowing exposure of up to $2.5 million and average annual revenues of $15 million. • Surpassed the Bank’s goal for WLS Underwriters of making a decision on 0.85 deals per day. • Manage an on-going pipeline of 5 to 15 credit requests while ensuring and following bank guidelines and regulations precisely with each loan package.

Completed a business plan to launch an alternative payments platform integrated with the current Wake Forest student card that creates a seamless declining balance method of payment to be used both on and off the Wake Forest campus.Analyzed and evaluated the competitive landscape for the alternative payments industry in order to make strategic long-term decisions as it pertains to product pricing, new product development, and current product offerings.Helped develop, implement, and price an online marketplace product where one can sell/buy items through social networks, blogs, and/or company websites.

Delivered unique investment opportunities for institutional investors focused on the equity markets in both Canada and the US.Introduced Portfolio Managers to Corporate Executives for one-on-one meetings where discussions revolved around current earnings, industry trends, and company forecasts. Analyzed the impact of both micro and macro-economic events on the global equity markets and evaluated trading opportunities revolving around those events.

Evaluated financial statements in order to forecast future earnings resultsWrote research reports that helped investors make more informed equity market decisionsProvided the sales and trading desk with daily updates of the Telecommunications sector

Launched coverage of two Telecommunicatoin companies (Inmarsat and Stratos Global)Summarzied daily equity market activity in a concise format for Institutional Sales and TradersInspired Canaccord to implement an annual