Senior Project Manager

• May 2022 - Present

Project Manager

• Sep 2013 - Present

Project Manager for Prowess' Consulting Division. Specializing in projects creating online training courses and sales campaigns to educate clients partners an teams about new technology and help to drive sales. Clients include Intel, HP, Dell, McAfee, etc.

Contract Project Manager

• Dec 2011 - Sep 2013

Manage a wide variety of projects on a contract basis for clients such as Intel, Novell, HP & McAfee

Senior Associate

• Aug 2012 - Present

Offering no-cost financial planning services to everyday people. I provide expert advice and sound guidance to aid families in eliminating debt, setting up proper insurance protection, and helping to create a comfortable retirement plan. I am here to help families to achieve financial security. Let me show you how to protect your principal from ever losing another dime, grow your money rapidly and show you how to drastically reduce what you will pay in taxes. Offering no-cost financial planning services to everyday people. I provide expert advice and sound guidance to aid families in eliminating debt, setting up proper insurance protection, and helping to create a comfortable retirement plan. I am here to help families to achieve financial security. Let me show you how to protect your principal from ever losing another dime, grow your money rapidly and show you how to drastically reduce what you will pay in taxes.

QB ProAdvisor / Owner

• Jan 2010 - Sep 2013

QuickBooks ProAdvisor working with new and established small businesses on set-up and maintenance of QuickBooks data files. Key clients: Government contracting firm: Set up accounting software and company file in QuickBooks Pro in compliance with FAR. Supported client through two successful DCAA audits. Technical writing corporation: Set up accounting software and company file in QuickBooks Pro. Have provided client with monthly bookkeeping services (invoicing, payroll, books, etc.) and financial management (cash flow projections, P&L, balance sheet, etc.) for more than two years. Non-profit professional development organization: Provided forensic accounting services to qualify embezzlement investigation, working directly with the District Attorney to obtain a successful judgement. Have provided monthly bookkeeping services to this organization for 5+ years, working with annual changes in BOD members. Manufacturing firm: Starting in 2011, reviewed and updated client’s 2007 books to become compliant with all tax agencies. Currently cleaning up data for other tax years to bring the books current. Service-based corporation: Set up QuickBooks and correctly updated all information for past year. Identified several expenditures that could be eliminated, saving the company money. Show less

Project Management/Business Analyst

• Dec 2008 - Nov 2011

Key assignments: Hybrid drive system manufacturer. Successfully managed a long term on-site contract to supply all of client’s technical writing content for their hybrid bus drive systems. Worked with business stakeholders to gather, clarify, and translate business requirements into documentation. Over the term of the contract, my team helped reduce documentation costs by over 37%. Retail shoe store. On-site management to gather and document store processes; developed and delivered training on policies and procedures for new employees and manager. Non-profit organization providing green tech education and solutions. Off-site management of project to deliver new solar water heating residential workshop materials and animated Flash presentations. Laser manufacturer. Worked on-site to identify a complete list of work instructions that needed to be documented for their manufacturing process. Created an accurate manufacturing process map in Visio. Show less

Business Manager

• Dec 2003 - Dec 2008

Co-founder and corporate officer for start up software company with 2 million dollars in annual revenue. Managed all day-to-day business operations including administration, accounting, facilities, and contract administration for civilian and military contracts. Obtained Secret Clearance and and acted as FSO (Facility Security Officer) for government contracts. Provided human resources management including employee recruiting and development, policy development and administration, and vendor procurement and management. Participated in developing marketing campaigns, community outreach programs, sales promotions, seminars, training classes; developed and monitored effectiveness of all programs. Show less

Operations Manager

• Aug 2001 - Dec 2003

Performed all financial oversight and execution. Supervised all administrative staff and managed all aspects of head office. Coordinated and managed 30+ field employees and contractors in three California locations. Managed manufacturing vendors, suppliers, and utilities to increase sales, profitability, and contract growth. Supported proposal development and management, including preparation of technical and cost proposals for submission to public utilities. Performed all financial oversight and execution. Supervised all administrative staff and managed all aspects of head office. Coordinated and managed 30+ field employees and contractors in three California locations. Managed manufacturing vendors, suppliers, and utilities to increase sales, profitability, and contract growth. Supported proposal development and management, including preparation of technical and cost proposals for submission to public utilities.

Office Manager

• Jan 1999 - Aug 2001

Managed all aspects of business administration, human resources, and bookkeeping. Developed accounting policies and protocols; managed implementation of accounting system to transfer all company records. Maintained all corporate and stock records for the company. Performed executive support to the CFO, President, and CEO. Led projects to assist in meeting company goals and objectives Managed all aspects of business administration, human resources, and bookkeeping. Developed accounting policies and protocols; managed implementation of accounting system to transfer all company records. Maintained all corporate and stock records for the company. Performed executive support to the CFO, President, and CEO. Led projects to assist in meeting company goals and objectives

Billing Manager

• Aug 1998 - Jan 1999

Responsible for accounting, administrative, and billing functions for a twelve-lawyer firm. Responsible for accounting, administrative, and billing functions for a twelve-lawyer firm.

Development Coordinator

• Jul 1996 - Aug 1998

Handled all public relations, including media communications, community speeches, and writing and newsletter publishing for a non-profit agency with an eight million dollar budget. Partnered to develop and write large government and non-government grants. Handled all public relations, including media communications, community speeches, and writing and newsletter publishing for a non-profit agency with an eight million dollar budget. Partnered to develop and write large government and non-government grants.