Experience

Avier Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Lead Advisor

  • Jun 2022 - Present

  Bellevue, Washington, United States

• Associate Advisor

  • Apr 2021 - Jun 2022

  Bellevue, Washington, United States


HM Health Solutions
• United States
• IT Services and IT Consulting
• 300 - 400 Employee
• Portfolio Analyst

  • Apr 2019 - Mar 2021


Winthrop Partners

• United States
• Staffing and Recruiting

• Director

  • Apr 2019 - Mar 2021

  Greater Pittsburgh Region Winthrop Partners was founded to provide independent, conflict-free financial planning and investment services to every client. Our founders understood that this method is the only way investment services should be delivered. Our core value of “we invest in you before you invest with us” is the key to our culture. We know that every client situation is unique and every client deserves our complete and collective expertise and attention prior to making a decision to work with… Show more Winthrop Partners was founded to provide independent, conflict-free financial planning and investment services to every client. Our founders understood that this method is the only way investment services should be delivered. Our core value of “we invest in you before you invest with us” is the key to our culture. We know that every client situation is unique and every client deserves our complete and collective expertise and attention prior to making a decision to work with Winthrop. Winthrop Partners,(EPA, WPA& WNY) LLC provide customized investment advisory solutions to individuals, families and institutions. Winthrop is able to eliminate the complexities of managing wealth for their clients. Winthrop works with each client to develop a tailored investment policy to address client specific needs and requirements. Winthrop's clients’ portfolios are customized in a tax efficient manner using multiple asset classes, individual securities and a “best of the breed” manager selection. Our open architecture platform combined with an individual securities selection process allows us to provide independent and objective recommendations based on your financial needs and goals. By integrating the various financial needs such as wealth management, taxes, estate and wealth transfer, insurance needs, and philanthropic planning,Winthrop creates a comprehensive and well-orchestrated plan. Our client reports are comprehensive and easy to follow, allowing our clients to view their entire net worth in a single, consolidated report. Strong customer service is the cornerstone to our success. Our clients can expect world class service and immediate access to one of our senior advisers. Show less



Draper

• Advertising Services

• Sr Subcontract Administrator

  • Feb 2017 - Apr 2019

  Cambridge, Massachusetts -Manage over $100 million in subcontracts of various types including CPFF LOE, CPIF, FPIF, T&M, and FFP. -Execute Federal subcontract administration activities for all phases of contract life cycle including request for proposal (RFP), negotiating terms and conditions, subcontract modifications, non-disclosure agreements, determining financial risk and subcontract type, and subcontract close-outs. -Prepare cost and price analysis reports on subcontracts for inclusion in prime contract… Show more -Manage over $100 million in subcontracts of various types including CPFF LOE, CPIF, FPIF, T&M, and FFP. -Execute Federal subcontract administration activities for all phases of contract life cycle including request for proposal (RFP), negotiating terms and conditions, subcontract modifications, non-disclosure agreements, determining financial risk and subcontract type, and subcontract close-outs. -Prepare cost and price analysis reports on subcontracts for inclusion in prime contract submission. Review, monitor, and process monthly technical reports, financial reports, and invoices. Show less



Raytheon

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Principal Financial Analyst

  • Oct 2015 - Feb 2017

  Greater Boston Area •Review sole source supplier proposals greater than $750,000 for compliance to Defense Federal Acquisition Regulation (DFAR)/Truth in Negotiations Act (TINA) requirements. Manage the completion of supplier cost analysis/price analysis (CAPA) reports for Department of Defense (DoD) proposal submittals. •Drive affordability and value from Raytheon’s supply base through detailed auditing, should-cost pricing analysis of supplier proposals and support for supplier negotiations. Audit proposals… Show more •Review sole source supplier proposals greater than $750,000 for compliance to Defense Federal Acquisition Regulation (DFAR)/Truth in Negotiations Act (TINA) requirements. Manage the completion of supplier cost analysis/price analysis (CAPA) reports for Department of Defense (DoD) proposal submittals. •Drive affordability and value from Raytheon’s supply base through detailed auditing, should-cost pricing analysis of supplier proposals and support for supplier negotiations. Audit proposals by conducting trend analysis and financial statement analysis and reviewing historical actuals and similar-to products. •Request Government audits of supplier proposals through the Defense Contract Management Agency (DCMA); discuss and support audit findings with Government auditors. Show less



DoD

• Brazil
• Information Technology & Services
• 1 - 100 Employee

• Budget Analyst

  • Feb 2013 - Sep 2015

  Baltimore, Maryland Area •Managed, recorded, and analyzed execution of multi-million dollar budget of a mission division in accordance with organizational goals and federal law to avoid Anti-Deficiency Act violations. •Synthesized data from numerous sources; performed quantitative and qualitative research and presented analysis visually, orally and in writing to customer at least weekly. •Assisted in prior year execution analysis, current year execution status, and planning budget requirements and problem… Show more •Managed, recorded, and analyzed execution of multi-million dollar budget of a mission division in accordance with organizational goals and federal law to avoid Anti-Deficiency Act violations. •Synthesized data from numerous sources; performed quantitative and qualitative research and presented analysis visually, orally and in writing to customer at least weekly. •Assisted in prior year execution analysis, current year execution status, and planning budget requirements and problem building exercises for future years, including estimating future needs. Enabled customer to defend current execution and justified increased financial resources by providing accurate and timely analysis. •Solved business process and budgetary constraints by identifying areas of improvement, providing various solutions, and collaborating regularly with various stakeholders, including mission division leadership, program managers, and contract managers. Enabled customer to maintain mission without degradation during 50 percent budget cuts from Sequestration through strong problem solving ability and resourcefulness. •Trained and mentored four budget analysts and business managers for career and professional development. Show less



MuniCap, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Senior Associate

  • May 2011 - May 2013

  Baltimore, Maryland Area •Prepared Special Tax and Continuing Disclosure reports for 40 Tax Incremental Financing districts to comply with SEC requirements, provide transparency and oversight regarding municipal bond expenditures, and ensure verification and a record of methodology for special tax and assessment levies. •Calculated and composed Arbitrage Rebate Liability and Yield Restriction reports for over 90 percent of clients to protect the tax-exempt status of bond proceeds and prevent penalties and interest… Show more •Prepared Special Tax and Continuing Disclosure reports for 40 Tax Incremental Financing districts to comply with SEC requirements, provide transparency and oversight regarding municipal bond expenditures, and ensure verification and a record of methodology for special tax and assessment levies. •Calculated and composed Arbitrage Rebate Liability and Yield Restriction reports for over 90 percent of clients to protect the tax-exempt status of bond proceeds and prevent penalties and interest. •Expanded revenue product line by developing Post-Issuance Compliance reports in adherence with IRS requirements regarding qualified use of proceeds and financed property and arbitrage yield restriction. •Streamlined debt administrative support services by assisting with account services including preparing financial statements and reports, reconciling account statements, and processing payments. Show less



Payless Shoe Source

• United States
• Retail
• 1 - 100 Employee

• Sales Associate

  • May 2007 - Mar 2011

  •Worked independently and together with a team to performed cashier, customer service, and stock room related duties •Utilized knowledge of merchandise and company procedures to assist customer inquiries



Council for International Development

• New Zealand
• Civic and Social Organizations
• 1 - 100 Employee

• Intern

  • Jun 2010 - Aug 2010

  Wellington & Wairarapa, New Zealand •Researched economic development topics for publications sent to the New Zealand Ministry of Foreign Affairs and Trade and 80 international member organizations. •Raised monetary aid and public awareness in support of effective aid and development programs. •Provided statistical analysis of financial expenditure by region and income by donor for annual report. Graphically presented the breakout of $130 million in member donations and the 60 countries impacted.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Intern

  • May 2009 - Aug 2009

  Washington D.C. Metro Area •Assisted three Financial Advisors with portfolio reviews and investment strategies and helped clients reach their financial goals during a time of market uncertainty. •Ensured strong client relationships and communication during the company’s acquisition by Bank of America and investor concern after the financial crisis by managing client calls and concerns. •Earned certification in the financial database, Bloomberg Terminal.