Experience

Lexipol

• United States
• Public Safety
• 200 - 300 Employee

• Funding Analyst

  • Apr 2023 - Present



The Physio Fix, PLLC

• United States
• Medical Practices
• 1 - 100 Employee

• Brand Manager

  • May 2021 - Present

  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! 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!



Pathmarkkers LLC

• Phoenix, AZ

• Consultant

  • Jul 2021 - Present

  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 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



COLT BUILDERS

• United States
• Construction
• 1 - 100 Employee

• Business Administration Manager

  • Aug 2017 - Jan 2021

  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.

• Assistant Project Manager

  • Nov 2016 - Aug 2017

  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.



CT Department of Revenue Services

• United States
• Government Administration
• 100 - 200 Employee

• Revenue Examiner 2

  • Sep 2007 - Aug 2015

  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 work Revenue 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 Show less



Capital Concepts, LLC

• Financial Services
• 1 - 100 Employee

• Director of Operations

  • Apr 2006 - Jun 2007

  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) Show less



Bancnorth Investment Group

• Berlin & New Britain, CT

• Registered Sales Associate & Operations Assistant/Sales Specialist

  • Aug 2004 - Apr 2006

  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 Licenses As 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 Show less



Advest, Inc.

• Financial Services
• 1 - 100 Employee

• Registered Sales Associate

  • 2001 - 2004

  - 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 - 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