Experience

Nasdaq Dorsey Wright

• United States
• Financial Services
• 1 - 100 Employee

• Client Services Analyst

  • Dec 2013 - Present

  Wilmington, North Carolina Area PROCESS IMPROVEMENT WORK FOR NASDAQ DORSEY WRIGHT * Improved the billing and collection processes for 8200+ active clients to include streamlining the process by implementing a successful method for monitoring the aging schedule, decreasing the number of past due accounts from several hundreds to less than 60 clients that were 90 + days past due * Increased productivity in the subscription services management by effectively coordinating projects with our Richmond technology… Show more PROCESS IMPROVEMENT WORK FOR NASDAQ DORSEY WRIGHT * Improved the billing and collection processes for 8200+ active clients to include streamlining the process by implementing a successful method for monitoring the aging schedule, decreasing the number of past due accounts from several hundreds to less than 60 clients that were 90 + days past due * Increased productivity in the subscription services management by effectively coordinating projects with our Richmond technology department MANAGEMENT AND CLIENT RELATIONS WORK * Market and manage subscription services utilizing different software programs while communicating directly with our current and potential clients * Manage invoicing, accounts receivable team, and relevant reporting of subscriptions * Manage action requests regarding property management from start to completion * Provide assistance to our NY sales team to ensure accurate subscription access and pricing * Assist our New York teams by coordinating meeting and conference calls * Document detailed data within our research subscription services to insure accuracy of records for customer history * Assisted the founding partner of Dorsey, Wright & Associates with scheduling and other assigned task Show less



Ballance Construction, LLC

• United States
• Real Estate

• Business Partner

  • Oct 1995 - May 2014

  Ashland, Virginia * Business partner who assisted with the operation of company through 2013; company's primary focus was remodeling, additions, repairs and custom homes. * Accounts payable and receivable, payroll and payroll tax liability * Established a vendor and customer database and converted company to QuickBooks Pro in 1999 * Facilitated meetings with accountants and lending institutions to establish lines of credit for construction and development projects * Accomplished project development… Show more * Business partner who assisted with the operation of company through 2013; company's primary focus was remodeling, additions, repairs and custom homes. * Accounts payable and receivable, payroll and payroll tax liability * Established a vendor and customer database and converted company to QuickBooks Pro in 1999 * Facilitated meetings with accountants and lending institutions to establish lines of credit for construction and development projects * Accomplished project development goals working closely with surveyors and subcontractors, county government departments, and the Virginia Department of Transportation * Coordinated subcontractors schedules for new construction homes and additions * Proposal and contract writing for custom and speculative homes * Coordinated the design, printing, and mailing of promotional materials for new development sales * Office training work Show less



Hometown Realty

• United States
• Real Estate
• 1 - 100 Employee

• Licensed Realtor

  • Feb 2007 - Dec 2013

  Richmond, Virginia Area * Residential Sales; Buyer and Seller Representation to include existing and new construction in Central Virginia * Received a Top Sales Leader Award in 2007 for home sales and purchases * Commercial and Residential Property Management * Land Development and Sales



Weber & Associates Consulting, Inc.

• Account Manager - Contract Work

  • Aug 2011 - Jun 2013

  Ashland, Virginia * Responsible for building and maintaining client relationships in Supply Chain Optimization, Application Integration, and New Construction Services * Building strategic business partnerships through-out the US and Canada * Federal and state government relations and proposal writing * Editing and writing company brochures, capability statements, bios and service offerings * Proficient at social media with LinkedIn



Coldwell Banker Dew Realty

• United States
• Real Estate

• Licensed Realtor

  • Jul 2003 - Feb 2007

  Ashland, Virginia * Residential Real Estate Sales in Central Virginia area to include new and existing construction and land sales * Residential Property Management



Media General

• United States
• Broadcast Media Production and Distribution
• 700 & Above Employee

• Circulation and Subscription Manager

  • Sep 1986 - Sep 1995

  Richmond, Virginia Area Virginia Business Magazine (Media General) 1987-1995 * Managed part time employee in circulation * Reported to the Director monthly reports * Research work for the circulation of the magazine to top executives and middle management * Supervised yearly subscription audits * Attended monthly management meetings * Submitted Articles for Media General’s Employee Newsletter Map Company (Media General) 1986-1987 * Management, Sales and Marketing for Media… Show more Virginia Business Magazine (Media General) 1987-1995 * Managed part time employee in circulation * Reported to the Director monthly reports * Research work for the circulation of the magazine to top executives and middle management * Supervised yearly subscription audits * Attended monthly management meetings * Submitted Articles for Media General’s Employee Newsletter Map Company (Media General) 1986-1987 * Management, Sales and Marketing for Media General's Map Company and Employees Show less