Shareholder and Advisory Segment Leader

• Jan 2019 - Present

Shareholder and Audit Department Leader

• Aug 1999 - Jan 2019

Manufacturing, Distribution and Retail IndustriesFranchise Industry, with a concentration in the food industry, personal and home servicesFinancial modeling, budgeting and forecastingLitigation Support ServicesMentor to several staff membersLiaison to the tax department

Manager

• 1993 - 1999

Fortunately, I had the opportunity to work in both the Charlotte and Greensboro offices during my six year career. Most of my time was spent working with SEC companies in the manufacturing, distribution and retail business segments. It was here that I learned how to manage people, write business documents, design financial models and listen to my clients' concerns. Fortunately, I had the opportunity to work in both the Charlotte and Greensboro offices during my six year career. Most of my time was spent working with SEC companies in the manufacturing, distribution and retail business segments. It was here that I learned how to manage people, write business documents, design financial models and listen to my clients' concerns.

Intern

• Dec 1991 - Jan 1992

It was here that I performed my first inventory observation, not knowing that this would the first of too many to count! I learned the importance of documentation and attention to details. I also gained an appreciation for mentoring younger staff and having the patience to train them. It was here that I performed my first inventory observation, not knowing that this would the first of too many to count! I learned the importance of documentation and attention to details. I also gained an appreciation for mentoring younger staff and having the patience to train them.