Bio
Experience
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Montis Financial
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Waltham, Massachusetts, United States
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Financial Advisor
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Apr 2022 - Present
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Waltham, Massachusetts, United States
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Entrepreneur
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Jul 2021 - Present
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United States
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Personal Care Product Manufacturing
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700 & Above Employee
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Independent Sales Director
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Aug 2010 - Dec 2021
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Independent Beauty Consultant
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Aug 2009 - Dec 2010
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Accountant
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Dec 2009 - Jun 2011
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Audit Assistant
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Sep 2008 - May 2009
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Audit Assistant
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Sep 2008 - May 2009
Performed external audit functions in the utilities industry, working with Audit Committees, Accounting Managers and othersAudited accounts including cash, debt, and asset retirement obligations Collaborated with various levels of client personnel to ensure transactions were properly accounted for and reportedResearched and obtained an understanding of potential clients for marketing Deloitte servicesActive member in Recruiting, leader of the Greening committee, Take Your Child to Work Day, Impact Day, and Junior AchievementAudit Intern Summer 2007Assisted in the external audit functions in the utilities and healthcare industriesWorked with other Deloitte personnel to solve problems that arose at client sites
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Team Manager
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Sep 2004 - Sep 2007
First female selected in the history of Providence College to manage the Division I Men's Basketball team.
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Audit Intern
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Jun 2007 - Aug 2007
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Leadership Conference
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Jul 2005 - Jul 2005
Part of a select group of students chosen to attend a highly competitive conference based on demonstrated interest in professional services careers as well as exceptional leadership qualities.Further developed leadership, team-building, interpersonal and negotiation skills in workshops and activities.
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Education
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2004 - 2008Providence College
Bachelors of Science, Accounting and Finance -
Boston University
Financial Planning and Services -
2000 - 2004Suffield Academy
Suggested Services
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Industry Focus. “Accounting and Auditing”
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References
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