Experience

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  Engagements & Assignments

  • Tri-county Area

  • Senior Staff Accounting / IT-Software Application Consulting

    • 2004 - Present
    • Tri-county Area

    03/2015 to Present: LM & Co. CPAs - Client accounting, special projectsSustain relationships through outstanding service - short-term assistance and support--complex projects: entities in transition: joint venture, purchase, sale, receivership, start-up; a notable few agencies among other to...

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  Accountemps

  • Broward & Palm Beach Counties, Florida

  • Staff Accountant

    • 2005 - 2014
    • Broward & Palm Beach Counties, Florida

    Among others, projects on behalf of Trulite Glass & Aluminum a newly formed joint venture; South Florida Regional Planning Council, Christ Rock Church; Brenner RE Broker, Trustee, Caldwell Theater receivership, start-up AFL Logistics, and out of receivership, Allied Airbus.Sustain relationshi...

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  Texas Instruments

  • United States
  • Semiconductor Manufacturing
  • 700 & Above Employee

  • Consultant -Training, Development, Systems Implementation

    • 1983 - 2014

    Decades of experience in technology! Obtained formal training in Austin at Texas Instruments in 1986, skills applied as a Vertical Marketing Specialist rolling out TI’s PC marketing program, a collaboration with accounting professionals from throughout the nation. Implement the result of our team effort, the "Total Solution" comprised of training: PC set-up, technology basics, operation, application installation; sales techniques; ongoing support to their national network of retailers.As practitioner in accounting and an IT professional: analysis, recommendation and installation: hardware and software applications:- Create greater efficiencies, utilizing MS and third party applications--database and spreadsheet design, customized forms and management reports- Set-up, upgrade, install books of record YTD to include restructure of COA and/or methodology where applicable--audit / reconcile / consolidate- Hire and/or training, supervise personnel; document, ongoing support, upgrades

  • Vertical Marketing Specialist - S.E. Region

    • 1986 - 1986

    Collaborate with team at TI facilities small business “total solution” applications for industries--accounting, legal and medical, contracting, engineering and architecture, among others--and designed a marketing program; appointed as VAR (Value Added Representative). On Call - Traveled throughout S.E. region as a Vertical Marketing Specialist to instruct dealer representatives: set-up of hardware / software installation, Basic and DOS, specialized small business applications: > Accounting and administration > Spreadsheet and Word Processing > Graphics, CAD/CAM, among othersInstruct in basic operation, demonstration, customer support, marketing strategies and methods: direct mail and ad placements (low cost / free options), seminar, trade show as well as direct sales techniques of “Total Solution” system features and benefits; IBM among others entered market, TI cashed-out. Resumed in direct retail sales of Apple / Mac, PCs with TI retailer, in VOM sales among other tech markets including resellers, mainframe contractors, distributors, suppliers, service & repair, database services including payroll processing; consulting--custom software design, training, installations to present.

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  Dun & Bradstreet

  • Plantation, FL

  • Accounting Manager, Latin America Region

    • Mar 2000 - Aug 2004
    • Plantation, FL

    Latin America Business Information Center, including Caribbean, Plantation, FL~ Integrity & Achievements Recognized! (Off-site activities / bonus / compensation growth)Actual / budget / forecast results $8.3 mil annually; participate in multi-year reorganization: IT upgrades--Oracle / H...

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  Assignments & Engagements on referral

  • Tri-county, Florida

  • Practitioner, Consultant, Temp

    • 1991 - 2001
    • Tri-county, Florida

    Services rendered on behalf of annually and seasonally, as need basis:> FLORIDA ATTORNEY GENERAL's Economic Crimes Unit - Multi-year auto lease fraud investigation (as need basis)> Sokolow & Burell, CPA - Periodic forensic accounting re: alleged insurance fraud related to hurricane...

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  Entrepreneur

  • Practitioner, Consultant, Temp, Realtor, NASD Series 7/63

    • 1986 - 2000

    MY GOOD FORTUNE!To summarize the foregoing relationships: On special projects, irreplaceable experience gained, skills applied thanks to my affiliations: Coopers & Lybrand, among CPA firm associations, client law firms, the HUIZENGA entities, and with the advent of agencies, notably: MSI Cons...

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  Marketing / Public Relations

  • Broward County, Florida

  • Business Development

    • 1981 - 2000
    • Broward County, Florida

    Generate business on behalf of my enterprise and on behalf of clientele > Sales--intangibles, tangibles -- real property, equipment, supplies, services > Create image / generate traffic -- plan, budget, follow-through, follow-up with production > Various methods of distribution -- media...

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  RBR - VIDEO Production / Marketing Media

  • Fort Lauderdale, Florida & Nationally

  • Marketing - Media / Producer, Writer, Director, PA

    • 1980 - 2000
    • Fort Lauderdale, Florida & Nationally

    Business Development - Create Image - BrandingPR / Advertising / Marketing - Product Placement, Publications> Advertorials / press release / ad copy Beginning in the early '80s, yet another recessionary period of time, supplement income and expand experience in areas of personal interest:...

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  Bankruptcy, Receivership & Forensics

  • Accountant / Administrator

    • 1976 - 1999

    LAW FIRM accounting: costs advanced and in trust settlement-reconciliations. compliance. Case administration/management, forensic accounting, discovery--audit, analysis, cull data, and schedule results, opinion render; contract law including Truth in Lending & Real Estate Settlement Procedure...

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  New York Yankees

  • Fort Lauderdale, FL

  • SPRING TRAINING - Jack of all trades!

    • 1993 - 1995
    • Fort Lauderdale, FL

    SEASONALLY - Accounting, cash control, back office administration, security. > Initiate operations -- contract equipment, requisition team supplies, field materials -- set-up PR, general staff, management/administrative offices; collaborate with City staff re stadium overall condition and read...

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  DunMiller & Pama, Greensboro, NC

  • Florida.

  • Territory Sales Representative

    • Jan 1990 - Aug 1991
    • Florida.

    Business development - Assist former client, a retired attorney, build Florida territory~ High-end custom upholstered furnishings, residential / commercial contractBuild Florida territory: DCOTA, designers, galleries, retail; doubled sales month to month - Prospect products / materials internatio...

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  Real Estate

  • Statewide

  • Broker

    • Jan 1984 - Mar 1990
    • Statewide

    All Services of Real Estate - Residential / Commercial - Cold call / farming, list / comps, research, demographics, lease, and negotiations- RFP re: governmental facilities; space planning, build-out: contract, blueprints / oversee - Marketing: direct mail and brochures: create copy and typograp...

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  Accounting Practitioner

  • South Florida

  • Public Accountant

    • 1967 - 1990
    • South Florida

    Set-up, write-up / compilations; tax, audit prep / support; IS, project, troubleshoot; interim supervisor, controller / CFO -- entities in transition 3.5 to 20 million annually to 2014; CPA / law firm in addition to U.S. Bankruptcy Trustee, admin. (S&L Crisis); litigation support, in re: haza...

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  NASD - Series 7& 63

  • Financial Planning / Broker's Broker

    • 1986 - 1988

    Financial Planning--business / personal: risk assessment--investment, asset options; retirement plans -- annuities, life insurance, pension; real property. Broker's-broker--IPO public relations to NASD Series 7/63, bond dealer; experienced market crash of '87.

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  PricewaterhouseCoopers

  • Coopers & Lybrand, One Financial Plaza, Ste, 25...

  • Coopers & Lybrand - Small Business Paraprofessional / Internship

    • 1974 - 1977
    • Coopers & Lybrand, One Financial Plaza, Ste...

    Enhanced quality of service!Requisite internship, top 5 CPA firm--client base: individuals / entrepreneur, partnership, corporate including Sub-S: a multiplicity of industries including legal / medical professional associations; REIT-holdings / ventures: - Revamped procedures, devised policies, i...