Experience

Big Money Retirement Solutions

• United States
• Financial Services
• 1 - 100 Employee

• Paraplanner & Advisor

  • Sep 2022 - Present

  40 Years of Budgeting & Planning for Businesses applied to Individuals. 40 Years of Budgeting & Planning for Businesses applied to Individuals.



none

• Retired

  • Mar 2019 - Present



ReGenesis Health Care

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Chief Financial Officer

  • Oct 2017 - Mar 2019

• Financial Controller

  • Dec 2016 - Mar 2019



Michelin

• Greer, South Carolina

• Business Services Controller

  • Nov 2015 - Jul 2016

  • Account Receivable process utilizing Oracles Accounting System • Weekly reconciliation of infrastructure telecom expenses for US & Canada • Generate monthly reports and develop Ad Hoc reports as requested • Monitor for discrepancies in accounts or changes in trends for forecasting purposes. • Account Receivable process utilizing Oracles Accounting System • Weekly reconciliation of infrastructure telecom expenses for US & Canada • Generate monthly reports and develop Ad Hoc reports as requested • Monitor for discrepancies in accounts or changes in trends for forecasting purposes.



CertusBank

• United States
• Banking
• 1 - 100 Employee

• Vice Presient & Finance Manager

  • Aug 2012 - Oct 2015

  Prepared Budgets, Forecasts and strategic plans Loaded Asset Liability Management software Create Ad-Hoc reports as requested Vendor Management Prepared Budgets, Forecasts and strategic plans Loaded Asset Liability Management software Create Ad-Hoc reports as requested Vendor Management



Plantation Federal Bank

• Pawleys Island, South Carolina

• Vice President & Controller

  • Oct 1999 - Aug 2012

  All Accounting, Budgeting and Strategic Planning. General Ledger Administration Internal, External and Regulatory Reporting Prepared schedules for Private Placement Memorandums for capital raises All Accounting, Budgeting and Strategic Planning. General Ledger Administration Internal, External and Regulatory Reporting Prepared schedules for Private Placement Memorandums for capital raises



Burroughs & Chapin Company

• Myrtle Beach, South Carolina

• Assistant Director of Budget, Audit & Proforma

  • May 1995 - Sep 1999

  Consolidated or prepared all line item and departmental budgets Presented results to departmental managers, management and board of directors Assisted in implimenting internal audit program Prepared or assisted in all proforma prepoartions for new projects Consolidated or prepared all line item and departmental budgets Presented results to departmental managers, management and board of directors Assisted in implimenting internal audit program Prepared or assisted in all proforma prepoartions for new projects



Myrtle Beach Communications, Inc.

• Myrtle Beach, South Carolina

• Accounting Manager

  • Jul 1994 - Apr 1995

  All Accounting functions Account receivables Account Payables Inventory Control Cash Management Payroll and Benefits All Accounting functions Account receivables Account Payables Inventory Control Cash Management Payroll and Benefits