Experience

Pantheon Student Solutions
• United States
• Financial Services
• 1 - 100 Employee
• President

  • Dec 2022 - Present


Sikich

• United States
• Business Consulting and Services
• 700 & Above Employee

• Compliance Manager

  • Jan 2019 - Dec 2022

  • Successful high-level client management for educational and financial client vertical generating 5 million in annual revenue. • Lead management responsibility for the planning, design, implementation and effectiveness of compliance and operations controls in compliance with federal regulations governing student financial aid and generally accepted accounting principles. • Responsible for client retention, customer service, and relationship management of the firm’s key clients. • Liaise across the firm to execute reporting processes and implement best practic-es in the audit process. • Guide clients in corrective action planning to meet standards issued by the US Department of Education. • Develop, enhance, and deliver compliance-related training to all employees, in-cluding training specific to rules, regulations, standards and resources. • Operate as a strategic business partner for clients by improving business opera-tions, streamlining functions, ensuring compliance with federal guidelines, and reducing expenses. • Regularly assigned to challenging and complex audits and clients based on my ability to build, repair and maintain relationships. • Serve as a personable and knowledgeable resource for clients, operating with both their best interest and in ways to maximize our firm’s partnership with the client.



Knutte & Associates

• Accounting
• 1 - 100 Employee

• Compliance Audit Manager

  • Oct 2004 - Dec 2018

  • Successful high-level client management for a firm generating 5 million in annual revenue. • Lead the planning and implementation of client student financial aid audits. • Responsible for client retention, customer service, and relationship management of the firm’s key clients. • Operate as a strategic business partner for clients by improving business operations, streamlining functions, ensuring compliance with federal guidelines, and reducing expenses. • Regularly assigned to challenging and complex audits and clients based on my ability to build, repair and maintain relationships. • Comfortable forging and maintaining relationships via multiple channels—in person, via telephone and via email. • Serve as a personable and knowledgeable resource for clients, operating with both their best interest and in ways to maximize our firm’s partnership with the client. • Lead a team of junior compliance auditors— training and guiding the implementation and compliance of federal financial aid regulations and policy.



Meet & Potatoes, Inc.

• United States
• Tobacco Manufacturing

• Front of House: Stanley’s and Mickey’s

  • 2002 - 2005

  • Responsible for problem solving and customer service in a high-volume, popular restaurant and bar group in Chicago. • Responsible for problem solving and customer service in a high-volume, popular restaurant and bar group in Chicago.



Delisi’s Restaurant

• Manager

  • 2000 - 2002

  • Responsible for all daily operations: customer service, inventory control, ordering, purchasing, and front and back of house staff management. • Responsible for all daily operations: customer service, inventory control, ordering, purchasing, and front and back of house staff management.