Experience

PGT Solutions

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Vice President, Finance

  • May 2022 - Present

• Finance & Information Systems Manager

  • Feb 2020 - Present

  PGT Solutions, a SDVOSB/WOSB/HUBZone company, addresses the technical service needs of a global environment while operating from an organizational scale that promotes efficiency and innovation. Our experts apply leading technologies and creative strategies to proven and cost-effective methods. PGT pairs extensive IT, analysis, training and program management experience with qualified, relevant partners to create the most effective and resourceful team available. We bring a wealth of private and… Show more PGT Solutions, a SDVOSB/WOSB/HUBZone company, addresses the technical service needs of a global environment while operating from an organizational scale that promotes efficiency and innovation. Our experts apply leading technologies and creative strategies to proven and cost-effective methods. PGT pairs extensive IT, analysis, training and program management experience with qualified, relevant partners to create the most effective and resourceful team available. We bring a wealth of private and Government program experience through its officers and employees.



DeLeo & Company, P.C.

• Certified Public Accountant

  • Aug 2017 - Feb 2020

  New Milford, CT Senior accountant specializing in business entity clientele. Responsible for working directly with clients regarding preparation of business tax returns, monthly bookkeeping, quarterly reporting, review and compilation of financial statements, corporate cost accounting and projections. Provide support for audit field work and reporting. • Interpret client source documentation to verify and validate accounting compliance • Prepare and post adjusting journal entries • Analyze client… Show more Senior accountant specializing in business entity clientele. Responsible for working directly with clients regarding preparation of business tax returns, monthly bookkeeping, quarterly reporting, review and compilation of financial statements, corporate cost accounting and projections. Provide support for audit field work and reporting. • Interpret client source documentation to verify and validate accounting compliance • Prepare and post adjusting journal entries • Analyze client trial balances and other financial information used in financial statement development • Assess variances to determine basis for conclusions and actionable items • Creation of quarterly, semi-annual and annual financial statements • Preparation of Business entity tax returns including: Partnership, S-Corporations and Corporations • Provide support for client audits including both field work and reporting • Ad hoc work pertaining to notices, state filings, assessors reports and others as necessary • Creation and implementation of budgets and forecasts using internally developed projections • Contemporaneous record-keeping for client billings Show less



Self-Employed

• Real Estate
• 1 - 100 Employee

• College Tutor

  • Aug 2015 - Dec 2019

  Danbury, CT Mentor and tutor services for bachelor and associate undergraduate students in the areas of accounting, finance, information systems, management, marketing, mathematics and economics. • Provide skills to improve the learning process through requirements based ideologies • Tutor through hands-on, one-on-one sessions with specialty in non-traditional students • Teach effective note taking, information analysis, study methods and exam preparation skills



McGetrick & Associates, LLC

• Paralegal / Independent Contractor

  • Nov 2016 - Aug 2017

  Danbury, CT Specialty case management related to investigations of fraud, commercial law and white-collar crime. Responsible for development, organization and maintenance of related evidence and case files. • Interpret complex legal documents including motions, interrogatories and legal memoranda • Investigate case facts and compile factual support documentation • Support trial preparation and organize documentation including exhibits and trial binders • Preparation and validation of legal,… Show more Specialty case management related to investigations of fraud, commercial law and white-collar crime. Responsible for development, organization and maintenance of related evidence and case files. • Interpret complex legal documents including motions, interrogatories and legal memoranda • Investigate case facts and compile factual support documentation • Support trial preparation and organize documentation including exhibits and trial binders • Preparation and validation of legal, factual and records research • Maintenance and review of accounting records related to probate and estate casework • Contemporaneous record-keeping for client billings Show less



Indeed.com

• United States
• 1 - 100 Employee

• Account Executive

  • Sep 2014 - Jul 2015

  Stamford, CT Indeed is the #1 job site worldwide, with over 150 million unique visitors per month. Indeed is available in more than 50 countries and 28 languages, covering 94% of global GDP. Managed key accounts throughout central and northeastern United States. Responsible for selling pay-per-click advertising to existing clients while maintaining a consistent flow of new business accounts. Provided full account management to clients for all needs pertaining to recruitment efforts. •… Show more Indeed is the #1 job site worldwide, with over 150 million unique visitors per month. Indeed is available in more than 50 countries and 28 languages, covering 94% of global GDP. Managed key accounts throughout central and northeastern United States. Responsible for selling pay-per-click advertising to existing clients while maintaining a consistent flow of new business accounts. Provided full account management to clients for all needs pertaining to recruitment efforts. • Identified client needs through question-based selling via phone, video and face-to-face interactions • Exceeded new and retained business quota by 125% quarter-over-quarter • Successfully recruited, mentored and developed team members to increase functionality as a unit Show less



Sign*A*Rama Signs

• United States

• Business Development Manager

  • Apr 2014 - Sep 2014

  Danbury, CT Executed successful implementation of client relationship strategy and client marketing functions to gain additional market share in the signage industry. Clientele included, Fortune 500, enterprise, private business and retail consumers both domestic and international. Sustained business growth through: • Establishment of Key business relationships within the signage and print industry • Business continuity planning with existing client base • Evaluated business needs… Show more Executed successful implementation of client relationship strategy and client marketing functions to gain additional market share in the signage industry. Clientele included, Fortune 500, enterprise, private business and retail consumers both domestic and international. Sustained business growth through: • Establishment of Key business relationships within the signage and print industry • Business continuity planning with existing client base • Evaluated business needs according to client specified criteria • Developed and implemented strategic marketing plan • Calculated client bids and proposals • Project and customer relations management • Implemented effective key account management • Identified major account decision makers to cultivate relationships • Ensured flawless flow of internal and external communication Market Intelligence in the following areas: • Signage, print and graphics • New product pipelines of major potential and existing clients • Competitor intelligence • Advertising and promotions Show less



Enterprise Car Sales

• United States
• Automotive
• 700 & Above Employee

• Senior Account Executive

  • Nov 2011 - Feb 2014

  Milford, CT Successfully promoted the Enterprise Car Sales divisional brand and mission. Primary objective was to facilitate the automobile sales process from conception to completion through direct referrals of existing clients and key business partnerships between rental offices, insurance providers and credit unions. • Marketed to and trained internal branch and external partner accounts throughout Westchester and Fairfield counties • Received Exceptional Achievement Award, 2012 and 2013, for… Show more Successfully promoted the Enterprise Car Sales divisional brand and mission. Primary objective was to facilitate the automobile sales process from conception to completion through direct referrals of existing clients and key business partnerships between rental offices, insurance providers and credit unions. • Marketed to and trained internal branch and external partner accounts throughout Westchester and Fairfield counties • Received Exceptional Achievement Award, 2012 and 2013, for sales growth, customer service and profitability • Nominated to pilot group for Advanced High-Potential Leadership Training • Successfully trained and developed several Accounts Executives to senior status and management positions Show less



Enterprise Rent-A-Car

• United States
• Real Estate

• Branch Manager

  • May 2010 - Nov 2011

  Milford, CT Coordinated the daily operations of rental location with a diverse business mix of corporate, retail and insurance replacement customers. Maintained consistent marketing efforts throughout local area to gain additional market share in the corporate and replacement segments. Managed all business functions including employee management, profitability, revenue and debt collection. • Oversaw operations for Milford, Connecticut and Geico ARX satellite office • Provided mentorshiip of new… Show more Coordinated the daily operations of rental location with a diverse business mix of corporate, retail and insurance replacement customers. Maintained consistent marketing efforts throughout local area to gain additional market share in the corporate and replacement segments. Managed all business functions including employee management, profitability, revenue and debt collection. • Oversaw operations for Milford, Connecticut and Geico ARX satellite office • Provided mentorshiip of new employees through development, training and open-door policies • Trifecta award for exceptional customer service, profitability and growth • Sustained growth through direct marketing efforts • Managed branch accounting, collections and asset loss

• Management Trainee

  • Sep 2009 - Apr 2010

  Danbury, CT



Sign*A*Rama

• United States
• IT Services and IT Consulting

• General Manager

  • May 2001 - Aug 2009

  Danbury, CT Maintained daily flow of operations from order intake to final completion and product delivery. Oversaw all areas of business including customer service, design, production, fabrication, installation and accounting with direct report to president. Maintained permit acquisition standards conforming to all local, state and federal regulations of the signage and print industry. • Successfully implemented internal control policy to reduce waste and rework • Coordinated relocation and… Show more Maintained daily flow of operations from order intake to final completion and product delivery. Oversaw all areas of business including customer service, design, production, fabrication, installation and accounting with direct report to president. Maintained permit acquisition standards conforming to all local, state and federal regulations of the signage and print industry. • Successfully implemented internal control policy to reduce waste and rework • Coordinated relocation and expansion of business Show less