Sharon Griffin

Sharon Griffin Email and Phone Number

Helping individuals and small business owners increase profitability, reduce taxes, manage their money and prepare for retirement. @ THEMATIC LEARNING ORGANIZATION
Sharon Griffin's Location
Corona, California, United States, United States
Sharon Griffin's Contact Details

Sharon Griffin work email

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About Sharon Griffin

Sharon Griffin is a risk management professional with nearly 40 years experience. She started her entrepreneurial journey in 2004 as a bookkeeping and tax preparation company. Within a few short years, her reputation for on-point business strategy and economic literacy allowed her to expand her services to include Business Consulting. Now known as SDG Business Consulting and Financial Services, SDG is designated as Women-Owned Business Enterprise (WBE), Minority Business Enterprise (MBE) and Small Business Enterprise (SBE). These distinctions have paved a way for Sharon and her team to branch into the not-for-profit sector of education with a focus on providing people with a better understanding of the financial world and how it works. Sharon’s true passion was realized when Thematic Learning Organization (TLO) became a reality in 2014. Thematic Learning Organization focuses on equipping individuals with a marketable skill and teaching them to manage the money they earn. With this in mind, Sharon implemented programs teaching people how money works and showing them how to make it work for them. Her belief and mission is to provide educational services to some of the most in-need segments within our neighborhoods - the underemployed and those seeking financial stability – her goal will change the future for our communities. Through her partnership with organizations like the National Football League Alumni Association-Southern California Chapter, My Next Chapter the City of South Pasadena, and many other corporations, her vision is changing communities one family at a time. And she’s not stopping there, for individuals who want to take a different path and pursue their passion and purpose, her team offers education and workshops in entrepreneurship. https://thematiclearning.org/Sharon’s companies assist clients from many industries including government, nonprofit organizations, financial institutions, small businesses, and sole proprietors.SDG Business Consulting, Inc. is certified WBE/MBE/SBE

Sharon Griffin's Current Company Details
THEMATIC LEARNING ORGANIZATION

Thematic Learning Organization

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Helping individuals and small business owners increase profitability, reduce taxes, manage their money and prepare for retirement.
Sharon Griffin Work Experience Details
  • Sdg Business Consulting And Financial Services
    Ceo And Managing Principal
    Sdg Business Consulting And Financial Services Nov 2004 - Present
    Office In South Pasadena, Ca
    Sharon Griffin is a financial and risk advisory professional with over 35 years of experience and is the principal consultant at SDG Business Consulting and Financial Services. Our primary focus is to help small businesses increase their profitability. If you need assistance selecting the right business structure, managing risks, accurately reporting your financial condition, or implementing wealth management and retirement strategies, we can help.Representative experience includes: • Business formation, • Financial reporting, • Tax preparation, • Wealth management, • Retirement planning, • Financial literacy. SDG Business Consulting and Financial Services are certified SBE/MBE/WBE.Certified Tax Professional, Life and Health Insurance Agent, Risk Management Professional.
  • Thematic Learning Organization
    Chief Executive Officer
    Thematic Learning Organization Oct 2014 - Present
    South Pasadena, California, United States
    Thematic Learning Organization is a nonprofit organization located in South Pasadena, California. Thematic was formed in 2014 by Sharon because she saw a need to bridge the gap between the underemployed and business owners who lacked skilled professional staff. Over the years the organization has expanded to include financial literacy education and has partnered with community leaders, professional athletes, and business owners to heighten awareness around how money works and the importance of building a solid financial foundation.
  • Mcgladrey, Llp
    Director, Risk Advisory Services
    Mcgladrey, Llp Jul 1996 - Feb 2014
    Greater Los Angeles Area
    Sharon’s internal audit experience covers financial reporting, corporate governance, regulatory compliance, enterprise risk management, Bank Secrecy Act (BSA)/anti-money laundering (AML), and internal audits of business support functions, and trust department operations. Representative Experience• Internal Audit• Internal controls reviews for non-SEC filers• Sarbanes-Oxley implementation and project management• Loan reviews and credit administration• Fiduciary and investment services (trust administration and operations) internal audits• Enterprise risk management (ERM)• Entity wide risk assessmentsShe helped many institutions implement an integrated risk-based internal audit, compliance and Sarbanes-Oxley approach.Overall, Sharon has provided risk management services to state and local governments, both domestic and international not-for-profit organizations, and state and federally chartered financial institutions ranging in size from $90 million to over $100 billion in assets. Sharon is experienced in working with state and federal regulators and assisting financial institutions in responding to and working through recommendations presented in letters of agreement, supervisory letters, memorandums of understanding and cease and desist orders.She has also conducted internal control seminars to public and private companies through Lorman Education Services, co-hosted webinars on BSA and ERM hosted by McGladrey, LLP, and co-authored a white paper on responding to regulatory challenges in banking and BASEL III.
  • Griffin & Associates, Inc.
    Ceo And Principal Consultant
    Griffin & Associates, Inc. Apr 1996 - Oct 2001
    Sharon was owner and principal consultant of Griffin & Associates, a business consulting and accounting firm. As owner and principal consultant, her duties included business development and relationship management, performing risk management consulting services focusing on internal audits and compliance reviews of trust departments, corporate and operations activities for McGladrey and financial institutions. Also, provided accounting services, including bookkeeping, tax preparation, recordkeeping, financial reporting, and grant writing to small businesses, religious and nonprofit organizations. Trained employees on accounting software, tax preparation software, and wrote accounting and finance policies and procedures
  • Citizens Bank And Trust
    Senior Vice President & Director Of Internal Audit
    Citizens Bank And Trust Jan 1993 - Mar 1996
    Responsibilities: Manage, schedule, coordinate and supervise audits of the Bank, Corporate Departments, and Trust Division.
  • California Federal Bank
    Senior Corporate Auditor
    California Federal Bank Jan 1988 - Jan 1993
    Responsibilities: Supervise and conduct internal audits of the bank's trust department, corporate activities, and bank operations. Develop audit policies and procedures, and train staff on internal audit practices.
  • Sanwa Bank
    Avp & Trust Audit Manager
    Sanwa Bank Jan 1983 - Jan 1988
    Responsibilities: Supervise and conduct internal audits of the bank's trust department. Also conducted workflow analysis and system reviews, prepared written proposals for system enhancements, and participated on implementation and documentation teams.
  • Bank Of America
    Trust Auditor
    Bank Of America Jan 1979 - Jan 1983
    Responsibilities: Supervise and conduct internal audits of the bank's trust department including auditing personal, court, agency, custody and employee benefit trusts; investment, real estate, tax, securities and operations departments.

Sharon Griffin Skills

Internal Controls Risk Management Auditing Internal Audit Sarbanes Oxley Act Financial Reporting Banking Accounting Enterprise Risk Management Finance Risk Assessment Corporate Governance Financial Services Management Management Consulting Financial Risk Tax Leadership Tax Preparation Sarbanes Oxley Policy Nonprofits Non Profits Sec Filings

Sharon Griffin Education Details

Frequently Asked Questions about Sharon Griffin

What company does Sharon Griffin work for?

Sharon Griffin works for Thematic Learning Organization

What is Sharon Griffin's role at the current company?

Sharon Griffin's current role is Helping individuals and small business owners increase profitability, reduce taxes, manage their money and prepare for retirement..

What is Sharon Griffin's email address?

Sharon Griffin's email address is sh****@****smi.com

What is Sharon Griffin's direct phone number?

Sharon Griffin's direct phone number is +121322*****

What schools did Sharon Griffin attend?

Sharon Griffin attended California State University, Fullerton.

What are some of Sharon Griffin's interests?

Sharon Griffin has interest in Civil Rights And Social Action, Education, Politics, Economic Empowerment.

What skills is Sharon Griffin known for?

Sharon Griffin has skills like Internal Controls, Risk Management, Auditing, Internal Audit, Sarbanes Oxley Act, Financial Reporting, Banking, Accounting, Enterprise Risk Management, Finance, Risk Assessment, Corporate Governance.

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