Experience

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  Maryland/DC Society of Enrolled Agents

  • Washington D.C. Metro Area

  • Director

    • Nov 2014 - Present
    • Washington D.C. Metro Area

    I fulfill a myriad of responsibilities as a member of the board of directors. I am also the Chair of the Membership Committee and the Education Committee.

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  NoStressXpress Consultants

  • Houston, Texas Area

  • President and Owner

    • Aug 1998 - Present
    • Houston, Texas Area

    • By utilizing a self-developed and innovative self-assessment tool, small business owners were able to identify the root cause of their business problems – thus eliminating the guess work in providing the right solution.• Provided executive coaching, mentoring and advice regarding strategic plan...

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  Return On Investment, Inc.

  • Executive Vice President - Business Development

    • Oct 2007 - Present

    • Researched and analyzed; identified and developed; nurtured and acquired a continuous pipeline of strategically relevant business customers; and partnering opportunities. • Trained and mentored sales team in “win-win” negotiations, customer relationship management (CRM), customer experience man...

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  Community Tax Aid

  • Washington D.C. Metro Area

  • Site Coordinator, Reviewer, Efiler, and FSA Coordinator

    • Dec 2014 - Apr 2015
    • Washington D.C. Metro Area

    Hired by Community Tax Aid to provide managerial experience and tax law expertise in coordinating the activities of volunteer tax preparers at two locations within the greater Metro Washington, DC area. Also coordinate a special program where I train the coaches to provide facilitative services ...

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  Chesapeake Bay Development Group

  • Upper Marlboro

  • Enrolled Agent and NTPI Fellow

    • Jan 2008 - Dec 2014
    • Upper Marlboro

    As the sole credentialed tax practitioner in the organization I perform a wide variety of functions relating to income tax preparation services offered to the public:* Multi-site overall management, operation and logistic support for several stores located at major retailers* Training, education ...

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  Defense Contracting Command - Pentagon

  • Washington D.C. Metro Area

  • Senior Business Management Expert Advisor

    • Jan 2005 - Oct 2007
    • Washington D.C. Metro Area

    • Trained contracting and procurement professionals in acquisition planning, project management, market research and in crafting contract-ready Statement of Work (SOW) and Performance Work Statements (PWS). • Coordinated, conducted and facilitated workshops, classes, and seminars (for over 100 i...

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  Toshiba

  • Division Marketing Manager, Product Manager and Business Unit Manager

    • Dec 1980 - Aug 1998

    • Served simultaneously as the marketing manager, product manager, and business unit manager for three (3) separate product groups and one (1) packaging group on both a national and international basis.• As Packaging Group Manager, one of three (3) individuals that enjoyed the trust and confidenc...

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  United States Navy

  • U.S. Navy Commissioned Officer

    • Jun 1969 - Jul 1979

    • Served in a variety of demanding leadership positions of increasing responsibilities: division officer, department head, readiness and training officer, executive officer, and officer-in-charge (at sea)• Awarded the Navy Achievement Medal for superior leadership performance. • Honorably dischar...