Experience

PLAN of Massachusetts and Rhode Island, Inc.

• Executive Director

  • Jan 2020 - Present

  Professional Trustee for Special Needs Trusts for stand alone and pooled. PLAN serves individuals with special needs and the families who care for them. Special Needs trusts are legal and financial tools that are set up for people with disabilities to cover supplemental expenses not paid for by public benefits. Professional Trustee for Special Needs Trusts for stand alone and pooled. PLAN serves individuals with special needs and the families who care for them. Special Needs trusts are legal and financial tools that are set up for people with disabilities to cover supplemental expenses not paid for by public benefits.



PLAN of MA and RI, Inc.

• Director of Finance

  • Jul 2016 - Jan 2020

  Non-profit organization that provides planning and trust management services to individuals with special needs Non-profit organization that provides planning and trust management services to individuals with special needs



Joan McGrath Coulter Accounting

• Controller for several small businesses

  • Feb 1993 - Jan 2020

  Quickbooks expert. Manage all aspects of internal accounting for small business. Functioned as Director of Finance and Controller for various clients. Quickbooks expert. Manage all aspects of internal accounting for small business. Functioned as Director of Finance and Controller for various clients.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• In-Charge Sr. Auditor

  • Jan 1990 - Jul 1992

  In-Charge Auditor specializing in Emerging Businesses, from start-up to IPO. Industries ranged from Real Estate, Publishing, Non-Profit, Investment Management and Manufacturing. Involved in M&A and IPO. Prepared corporate, partnership and personal tax returns. In-Charge Auditor specializing in Emerging Businesses, from start-up to IPO. Industries ranged from Real Estate, Publishing, Non-Profit, Investment Management and Manufacturing. Involved in M&A and IPO. Prepared corporate, partnership and personal tax returns.



Kennedy & Lehan

• In-Charge Sr. Auditor

  • Jan 1987 - Jan 1990

  Conducted audits and reviews for small to mid-sized clients in various industries. Conducted audits and reviews for small to mid-sized clients in various industries.