Experience

Compass Capital Mgmt

• Financial Services
• 1 - 100 Employee

• Chief Administrative Officer

  • Feb 2008 - Present

  Accounting - All aspects of the accounting process including journal entries, A/P, A/R, payroll and payroll taxes, cash control, bank reconciliation, fixed asset management, vendor management, purchasing decisions, and financial statement preparation. Human Resources - All aspects of human resources including recruiting, interviewing, selecting, and training both Financial Advisors and support staff, benefits administration, performance reviews, personnel file management, licensing and contracting, and HR compliance. Information Technology - Local area network management including installation, updates, maintenance, and troubleshooting all servers, computers, printers, wireless devices, and VoIP telephones. Systems administrator for MS applications, CRM database, and other proprietary software programs. Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Compass Capital Management is independently owned and operated.



Discount Zone Management

• United States
• Individual and Family Services

• Bookkeeper/Secretary

  • 2006 - 2008

  Accounting duties including A/P, A/R, payroll, cash reconciliation, and sales tax reports. General secretarial duties included answering phones, filing, applying for new and renewal LLC annual reports, and maintaining personnel files. Accounting duties including A/P, A/R, payroll, cash reconciliation, and sales tax reports. General secretarial duties included answering phones, filing, applying for new and renewal LLC annual reports, and maintaining personnel files.



Arthur Murray Dance Studio

• Entertainment
• 1 - 100 Employee

• Dance Instructor

  • 2003 - 2006

  Consulted with students to define and create instructional programs to meet goals. Other general office and marketing duties as necessary. Periodic performances and competitions. Consulted with students to define and create instructional programs to meet goals. Other general office and marketing duties as necessary. Periodic performances and competitions.