Experience

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  Wallstreet Group

  • JEFFERSON CITY, MISSOURI

  • Financial Advisor

    • Oct 2002 - Present
    • JEFFERSON CITY, MISSOURI

    Independent Securities and Investment Advisor. Perform financial planning and investment services for individuals and small business owners. Primary areas of focus: Budgeting, Retirement and Estate Planning for individuals and business owners.Securities and Advisory Services offered through Cli...

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  Columbia College

  • ADJUNCT FACULTY- BUSINESS PROGRAM

    • Aug 2002 - Present

    Adjunct Professor: Accounting, Investments, Personal Financial Planning, Business Management courses for the undergraduate and graduate programs for both schools.

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  Computers Plus, Inc.

  • VICE PRESIDENT OF OPERATIONS & FINANCE

    • Sep 1997 - May 2002

    Responsible for all operational and fiscal activities of the company.Developed strong management team, which took the company from $1 million loss in 1997 to $1.1 million profit in 1999. Coordinated and completed the financial restructuring on the company. Coordinated Plant expansion and renovat...

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  DAVIS FINANCIAL SERVICES

  • OWNER

    • Feb 1997 - Sep 1997

    Provide full service Accounting and Financial Services for individuals and small businesses. Complete tax preparation and investment planning services. Small Business consulting, management and business plan preparation.

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  OPTIONCARE

  • COLUMBIA MO

  • GENERAL MANAGER

    • May 1994 - Feb 1997
    • COLUMBIA MO

    Responsible for all operational and fiscal activities for the Columbia Optioncare office and its owned subsidiaries. Complete profit and loss accountability, continued growth and the continued professional and financial success of its 400 plus employees. I was the first non-owner elected to the ...

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  Boone Hospital Center

  • United States
  • Hospitals and Health Care
  • 700 & Above Employee

  • Director of Business Development

    • Mar 1994 - May 1994

    Responsible for integrating the Managed Care Contracts of Boone Hospital Center into the organization. Initiate and contract direct Healthcare service relationships with area employers and physicians.Oncology Program Manager. Served as community representative for Boone Hospital Center.

  • DIRECTOR OF PATIENT CARE ADMINISTRATION

    • May 1993 - Feb 1994

    Responsible for the development and administration of all direct patient care departments annual budget’s (1993 Revenue Budget = $69 million, Expense Budget = $30.8 million). Coordinate all financial, productivity and information systems for the division. Negotiate all outside contracts with temporary nursing agencies. Served as Division’s financial and information liaison with Hospital Executive Administration. Oncology Program Manager - Administrative liaison with Oncology physicians. Responsible for developing revenue and cost enhancements to increase value of all direct patient care departments.

  • FISCAL MANAGER OF PATIENT CARE ADMINISTRATION

    • Apr 1987 - May 1993

  • Financial Planning Manager

    • Oct 1986 - Apr 1987

  • COST ACCOUNTANT

    • Mar 1985 - Oct 1986

    Developed plan for the creation of the Hospital Budget Committee. Thiscommittee was still functioning when I left Boone Hospital Center. Begandevelopment of hospital cost and productivity analysis system. Projectterminated upon my recommendation.

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  DAVIS AND MARTIN INVESTMENTS

  • Columbia, Missouri Area

  • GENERAL PARTNER

    • Aug 1985 - May 1991
    • Columbia, Missouri Area

    Managing partner – August 1985 to May 1991. Purchased 28 parcelsof investment real estate. Managed all aspects of 35 rental units.Coordinated all financing aspects of property purchases and sales.Sold interest May 1991.

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  VILLAGE WINE AND CHEESE

  • Columbia, Missouri Area

  • GENERAL PARTNER

    • Nov 1986 - Apr 1990
    • Columbia, Missouri Area

    Managing partner of small specialty retail store. Coordinated all financialand management aspects of this business. Major sponsor of the Columbia Apple Cup Stage Race. This event brought bicycle racing tothe streets of downtown Columbia for three consecutive years.Business sold April 1990.

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  State Farm

  • Columbia, Missouri Area

  • ACCOUNT MANAGEMENT TRAINEE, ACCOUNTANT I & II

    • Jun 1980 - Mar 1985
    • Columbia, Missouri Area

    Managed the Expense Analysis and Statistics Department. Producedannual and monthly financial and statistical reports to State Farm’sCorporate Headquarters for the Missouri-Kansas Regional Office.Regional Office Pilot Coordinator for fully automated and interactivebudget program. Program was suc...