Experience

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  WFA Asset Management Corporation

  • United States
  • Investment Management
  • 1 - 100 Employee

  • Shareholder, Vice President

    • Apr 2021 - Present

  • Vice President and Chief Compliance Officer

    • Jan 2018 - Present

  • Senior Tax Advisor and Investment Advisor Representative

    • Feb 2015 - Present

• 

  The Home Depot

  • West Allis, WI

  • Merchandising Execution Associate (Part-Time)

    • May 2013 - Feb 2015
    • West Allis, WI

• 

  CliftonLarsonAllen

  • Milwaukee, Wisconsin

  • Manager, Federal Tax Solutions

    • May 2005 - Jul 2014
    • Milwaukee, Wisconsin

    -> Responsible for planning and managing projects; including assigning tasks to staff, reviewing and finalizing workpapers, presenting findings to clients and tax preparers, and monitoring budgets.-> Selling duties include identifying prospective clients and projects, completing feasibility assessments, and presenting/discussing findings with firm partners and prospective clients.-> Specialties: Federal tax depreciation, federal and state research tax credits, tax inventory calculations (LIFO, UNICAP), ASC Topic 740 (FAS 109) tax provision and (Fin 48) uncertain tax position.

• 

  Coleman & Williams, Ltd

  • Milwaukee, WI

  • In-Charge

    • Oct 2003 - Apr 2005
    • Milwaukee, WI

    -> Responsible for planning and managing assurance engagements, including assigning tasks to staff and reviewing workpapers.-> Assisted with the establishment of an internal file archive system.

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  Casual Corner Group

  • Milwaukee, WI and Canton, OH

  • Retail Store Shift Supervisor

    • Sep 2001 - Oct 2003
    • Milwaukee, WI and Canton, OH

    -> Responsible for styling customers and sales.-> Responsible for supervising staff during shift.-> Responsible for conducting store opening and closing procedures, including reconciling daily sales and money drawer.-> Responsible for completing store layout changes and window presentations.

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  GBBN Architects

  • Cincinnati, OH

  • Interior Design Intern

    • Mar 2000 - Dec 2000
    • Cincinnati, OH

    -> Responsible for making architectural design changes in AutoCAD under an architect’s direction-> Responsible for conducting site visits and tagging property for facility management purposesAdministrative support – making copies, delivering blueprints

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  Limited Brands

  • Columbus, Ohio Area

  • Store Designer Intern

    • Mar 1999 - Dec 1999
    • Columbus, Ohio Area

    -> Responsible for hand drafting floor plans and elevations for Bath & Body Works and Victoria’s Secret stores-> Administrative support – making copies, taking photos