Experience

Provident CPAs PLC

• United States
• Financial Services
• 1 - 100 Employee

• Client Services Manager/Retirement Plan Specialist

  • Sep 2023 - Present

  Teamed with the BEST to offer more ways to generate and preserve wealth for my own clients, as well as new ones. Teamed with the BEST to offer more ways to generate and preserve wealth for my own clients, as well as new ones.



GOLD LEAF FINANCIAL, LLC

• Operating out of the South Florida office and licensed in most states.

• Comprehensive Financial Risk Professional - Wealth Generator

  • Mar 2020 - Present

  Specializing in educating clients in areas of financial risk, wealth management, retirement planning, tax mitigation, and other financial planning related topics. Proactive | Solutions-Oriented | Disciplined Specializing in educating clients in areas of financial risk, wealth management, retirement planning, tax mitigation, and other financial planning related topics. Proactive | Solutions-Oriented | Disciplined



NSI Insurance Group

• United States
• Insurance
• 1 - 100 Employee

• Comprehensive Financial Risk Advisor

  • Jun 2015 - Mar 2020

  NSI is a comprehensive post-retirement financial planning company, which has been working with the retirement community since 1998. The organization serves thousands of clients nationwide, helping them to plan and manage all aspects of their retirement. Through a consultative and client-centric “process” of direction-based financial planning and service, I am committed to providing value to each client relationship. NSI is a comprehensive post-retirement financial planning company, which has been working with the retirement community since 1998. The organization serves thousands of clients nationwide, helping them to plan and manage all aspects of their retirement. Through a consultative and client-centric “process” of direction-based financial planning and service, I am committed to providing value to each client relationship.



EDMC

• United States
• Education Management
• 700 & Above Employee

• Academic Advisor/Associate Registrar

  • May 2013 - Jun 2015

  Analyze enrollment and demographic statistics in order to collaborate on organizational strategy with functional managers. Serve as an academic advisor for over 1200 students. Conduct degree audits to ensure students meet program requirements and approve graduation eligibility. Ensure compliance with government regulations and accrediting organizations. Increase student and staff retention through in-house workshops and sharing best practices. Analyze enrollment and demographic statistics in order to collaborate on organizational strategy with functional managers. Serve as an academic advisor for over 1200 students. Conduct degree audits to ensure students meet program requirements and approve graduation eligibility. Ensure compliance with government regulations and accrediting organizations. Increase student and staff retention through in-house workshops and sharing best practices.



DeVry University

• United States
• Higher Education
• 700 & Above Employee

• Academic Advisor/Assistant Registrar

  • Oct 2007 - May 2013

  Partnered with Registrars in the NE Region to develop best practices thus increasing retention rates. Defined risk assessments in student persistence and created training to minimize these risks. Developed and implemented training seminars based on employee engagement survey outcomes which resulted in fewer turnovers and higher employee job satisfaction and more loyalty. Partnered with Registrars in the NE Region to develop best practices thus increasing retention rates. Defined risk assessments in student persistence and created training to minimize these risks. Developed and implemented training seminars based on employee engagement survey outcomes which resulted in fewer turnovers and higher employee job satisfaction and more loyalty.



Summit Technical Solutions, LLC

• United States
• Defense and Space Manufacturing
• 1 - 100 Employee

• HR Manager

  • Aug 2005 - May 2007

  Managed operations of the European Branch Offices: three facilities and over 26 employees. Obtained security clearance for employees, maintained employee records, and processed payroll. Developed policies and procedures according to German Labor Law. Managed operations of the European Branch Offices: three facilities and over 26 employees. Obtained security clearance for employees, maintained employee records, and processed payroll. Developed policies and procedures according to German Labor Law.