Bio
Credentials
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Project Management Essentials
Project Management Institute -
QuickBooks Certified ProAdvisor
Intuit -
Series 63
Financial Industry Regulatory Authority (FINRA) -
Series 7
Financial Industry Regulatory Authority (FINRA)
Experience
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Principal
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Feb 2023 - Present
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Bluewater Bookkeeping
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North Carolina, United States
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Founder & CEO
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Oct 2021 - Aug 2023
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North Carolina, United States
Bluewater Bookkeeping offers small businesses the peace of mind of having a reliable outsourced CFO and bookkeeping service that can help their business grow.
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Training & Education Manager
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Jan 2022 - Jul 2022
I teach financial management and provide technical assistance to employee owned businesses with a specialized focus on racial equity and economic justice.
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United States
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Business Consulting and Services
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1 - 100 Employee
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General Business Counselor
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Mar 2021 - Dec 2021
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Business Launch Specialist
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Jan 2020 - Mar 2021
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Gift Diapers
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Greater Philadelphia Area
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Founder
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May 2019 - May 2020
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Greater Philadelphia Area
Gift Diapers is a crowdfunded diaper delivery service. Our mission is to make baby care affordable.
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Ben Franklin Technology Partners of Southeastern Pennsylvania
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Greater Philadelphia Area
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Portfolio Management Associate (Consultant)
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Jan 2019 - May 2019
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Greater Philadelphia Area
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The Enterprise Center
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Philadelphia, PA
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Director of Equity Initiative
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Sep 2017 - Nov 2018
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Philadelphia, PA
As Director, I managed the daily operations, deal flow, and portfolio management of our private equity funds and current investments as well leading the development of our venture capital program.I also lead the project management efforts of The Enterprise Center and it's affiliates to increase productivity, efficiency and communication for improved organizational development.
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Founder & CEO
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Mar 2012 - Oct 2018
•Responsible for managing the daily operations and development of the organization.•Provide business clients with advertising and public relation services in an effort to build positive community relationships.•Developed community outreach programs focused on young adults in urban environments.
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United States
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Financial Services
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700 & Above Employee
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Retail Operations Culture & Inclusion Team Leader (Volunteer Position)
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Feb 2015 - Jul 2016
•Developed a networking program known as "Common Ground" where employees and management were able to network and learn helpful process improvement skills.•Managed events and provided event planning across Pennsylvania, Arizona, and North Carolina campuses.
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Business Reporting Associate
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Jan 2015 - Jul 2016
I created reports for management for process improvement projects and to track performance metrics for the Retail Operations Department. I also trained new supervisors on how to use reports to manage productivity and crew members.
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High Net Worth Investment Professional
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Jun 2013 - Jan 2015
I provided clients with accounts that valued over $1,000,000+ with investment guidance and account services. I also assisted in the development of new products and services for investment advice and account services.
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Entrepreneurial Leadership Center (ELC)
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Cheyney University
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ELC Intern
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Oct 2011 - May 2012
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Cheyney University
I assisted with the organization and promotion of the ELC's Entrepreneurial Lecture Series which featured Daymond John from "Shark Tank" and Randal Pinkett from "The Apprentice". I also helped students with their business plans and with the resources and tools that the ELC offered.
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Education
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Temple University - Fox School of Business and Management
Master of Science - MS -
2008 - 2013Cheyney University of Pennsylvania
Bachelor of Science (B.S.)
Suggested Services
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Industry Focus. “Finance and Banking”
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References
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