Experience

Highland Associates

• United States
• Investment Management
• 1 - 100 Employee

• Vice President

  • Apr 2011 - Present

  Performance and Financial Reporting Performance and Financial Reporting



Self Employed, Management Consulting

• Financial Consultant

  • Oct 1990 - Apr 2011

  Tax preparation and tax planning for small business and individual clients. Seasonal tax/audit work for local CPA companies. Financial Statement preparation and strategic planning for small businesses and individuals. Assisted local preschool management team in doubling school enrollment and expansion of services offered. Consulted on all aspects of student growth, information technologies, payroll, financial statement preparation, and budget management. Liaison between preschool management and Board of Directors in reporting financial results and formation of strategic direction of school.



Stewart Mortgage

• Mortgage Sales Representative/Originator

  • Sep 1999 - May 2003

  Developed sales territory and strategic relationships with area realtors to originate residential mortgages. Company sales representative at realtor sales meetings and open houses promoting various mortgage products and soliciting mortgage leads. Utilized other marketing strategies including weekly calls to realtor offices, realtor breakfasts and lunches and direct mailings to targeted local neighborhoods. Developed sales territory and strategic relationships with area realtors to originate residential mortgages. Company sales representative at realtor sales meetings and open houses promoting various mortgage products and soliciting mortgage leads. Utilized other marketing strategies including weekly calls to realtor offices, realtor breakfasts and lunches and direct mailings to targeted local neighborhoods.



Jefferson Federal Savings & Loan

• Internal Audit Director

  • Jul 1987 - Sep 1990

  Coordination and review of internal audits of various branch locations (27) and interdepartmental internal control reviews. Audit coordinator for outside audit and special projects coordinator. Coordination and review of internal audits of various branch locations (27) and interdepartmental internal control reviews. Audit coordinator for outside audit and special projects coordinator.



Arthur Anderson

• United States
• Consumer Services
• 1 - 100 Employee

• Audit Senior, CPA

  • Jul 1985 - Jul 1987

  Coordinated and participated in audits on diverse industry base for public, private, and nonprofit companies. Coordinated and participated in audits on diverse industry base for public, private, and nonprofit companies.