Experience

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  Wilson T Ballard Company

  • Secretary-Treasurer

• 

  Wilson T. Ballard Company

  • United States
  • Civil Engineering
  • 1 - 100 Employee

  • Secretary-Treasurer

    • Mar 2023 - Present

  • Assistant Secretary/Treasurer

    • Mar 2021 - Present

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  RSM US LLP

  • United States
  • Accounting
  • 700 & Above Employee

  • Sr Tax Associate

    • Oct 2014 - Sep 2017

    • Detail review corporate, partnership, and individual tax returns ensuring accuracy and all filing requirements are met.• Work with the staff to make sure filing deadlines are met along with agreed upon client deadlines.• Prepare challenging and complicated corporate, partnership, and individual tax returns.• Lead in-house software training courses for new staff.• Assist clients with IRS notices and pulling together documents for audits.

  • Tax Associate

    • Jan 2013 - Oct 2014

    RSM US LLP is the fifth largest U.S. provider of assurance, tax and consulting services and the sixth largest worldwide.I prepare returns for high net worth individuals, partnerships, and corporations, while gaining valuable on the job training.

• 

  RSM US LLP

  • Baltimore, MD

  • Tax Intern

    • Jan 2012 - May 2012
    • Baltimore, MD

    RSM US LLP is the fifth largest U.S. provider of assurance, tax and consulting services. As a Tax Intern, I am doing the work of a first year tax accountant. I prepare returns for high net worth individuals, partnerships, and corporations, while gaining valuable on the job training.

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  TESSCO Technologies

  • Account Manager

    • Jan 2010 - Aug 2011

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  Newark Electronics

  • Account Representative

    • Sep 2005 - Oct 2009

    An international company in sales of electronic components and accessories.; Sold electronic components to a regional customer base.* Increased account sales and profits by a 10% average over the 4 years, through sales planning, relationship building, and extensive product knowledge.* Provided immediate response in areas such as: returns, billing adjustments, short shipment issues, or changing delivery schedules when needed; resulting in increased customer satisfaction.* Collaborated with outside sales representatives to develop comprehensive sales strategies which met customer needs and increased sales.* Communicated with key customer personnel to determine if a pricing/shipping contract would be appropriate to meet their needs and earn more business.* Called customer locations to identify and build a business relationship with new key contacts not doing business with Newark resulting in increased sales.

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  Primerica Financial Services

  • Associate

    • May 2003 - Jan 2005

    Assisted families in development of comprehensive financial plans, effectively identifying and overcoming shortfalls in income protection, ensuring plans for eliminating debt and retirement.* Increased the possible areas of revenue stream by recruiting and training new associates in the fundamentals of financial planning.* Facilitated training for associates in the office freeing time for managers to meet with clients.; One of the oldest coffee roasting and distribution companies in

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  S & D COFFEE, INC

  • Customer Service Rep

    • Jan 2001 - Jan 2004

    Supported route sales drivers when backlogged by running routes, ensuringcontinuity of service and customer satisfaction.* Provided twenty-four hour assistance to both national and local clientsincreasing customer satisfaction.* Managed warehouse by completing and streamlining product ordering ensuringthe proper number of inventory turns and also decreasing the amount ofoutdated product that was discarded.* Trained all new route drivers in customer care, route delivery, and productknowledge ensuring new employees success in managing their routes.

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  S&D Coffee

  • Route Sales

    • Apr 1999 - Jan 2001

    Performed route sales in parts of Baltimore City, Baltimore, Anne Arundel, Howard, Prince Georges, and Carrol Counties.* Maintained and collected the accounts payable for each client on the route.* Organized delivery route to be the most time efficient and freeing up time for cold calls to potential customers.* Maintained relationships with local and national clients by establishing proper inventory levels, supplying product, and servicing equipment.* Promoted to Customer Sales Representative in 2001.