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Bio

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Topline AI

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Credentials

  • QuickBooks Certified ProAdvisor
    QuickBooks Online Professional
    Aug, 2022
    - Sep, 2024
  • Certified Government Financial Manager® (CGFM®)
    Association of Government Accountants (AGA)
    Jul, 2012
    - Sep, 2024
  • Project Management Professional (PMP)®
    Project Management Institute
    Apr, 2014
    - Sep, 2024

Experience

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • CEO and Principal Consultant
      • Oct 2019 - Present
    • United States
    • Financial Services
    • 700 & Above Employee
    • Advisory Senior Associate
      • Jan 2016 - Sep 2019
    • United States
    • Business Consulting and Services
    • 500 - 600 Employee
    • Manager
      • Sep 2013 - Jan 2016
    • United States
    • Accounting
    • 700 & Above Employee
    • Manager
      • May 2007 - Sep 2013

Education

  • Virginia Polytechnic Institute and State University - Pamplin College of Business
    B.S. Business, Accounting
    2003 - 2007
  • CIMBA
    2006 - 2006

Community

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