Experience

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  Self-employed

  • New Port Richey, Florida, United States

  • President/Investigator

    • Nov 2017 - Present
    • New Port Richey, Florida, United States

    Human Resources by TBC, LLC - human resources consulting company andInvestigations by TBC, LLC - private investigations company

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  Rosenthal Retirement Planning, LP

  • Fort Worth, TX

  • Director of Operations

    • Jan 2016 - Oct 2017
    • Fort Worth, TX

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  WhitneySmith Company

  • Fort Worth, Texas

  • Human Resources Consultant/Private Investigator

    • Apr 2010 - Jan 2016
    • Fort Worth, Texas

    • Advise and assist business owners, CEOs and HR representatives on human resources and management regarding federal and state laws and regulations, policies and procedures.• Conduct human resources audits, to include personnel files, policies, forms, hiring and termination practices, compensation, benefits, training, and safety. • Design user-friendly, employee handbooks tailored to company culture.• Research, create, and present topics such as Social Media Etiquette, Coaching Employees, Diversity, Client Service, Sexual Harassment, and more.• Investigate claims of sexual harassment, workplace thefts, discrimination, and retaliation.

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  Schmidt & Stacy Consulting Engineers

  • Dallas, Texas

  • Human Resources Manager

    • Aug 2008 - Mar 2010
    • Dallas, Texas

    • Established and managed Firm’s first Human Resources Department. • Conducted HR functions, recruiting, hiring, counseling, terminations, performance reviews, FMLA, COBRA • Wrote and published Firm’s first Employee Handbook. • Saved the Firm more than $11,300 on payroll by finding and reporting overpayment of overtime and travel pay. Wrote the change in procedure regarding overpayments and educated staff about exempt and nonexempt employee status. • Implemented Green” initiative in Engineer staff training - Result: 16 engineers passed LEED AP accreditation exam. • Wrote PR piece for use by Firm Principle in Business Development • Ensured adherence to federal and state requirements during the Firm’s reduction in force process.• Designed and wrote Firm’s first Employee Newsletter. • Trained supervisors on performance reviews, hiring interviewing, time management, and more.

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  Rosenthal Retirement Planning, LP

  • Fort Worth, Texas

  • Director, Operations and Human Resources

    • Aug 1999 - Aug 2008
    • Fort Worth, Texas

    • Supervised 24 employees, to include four managers and five financial advisors, who serviced more than 3,650 clients with assets totaling more than $350 million. • Created, documented, and implemented procedures for firm’s operations and human resources department, resulting in the retention of a third of the staff for more than 7 years.• Assessed and improved security measures regarding the handling of client documentation.Conducted training program for client service which eliminated processing errors and resulted in discrepancy free annual compliance audits, minor discrepancy in an unannounced State regulatory audit, and Securities Exchange Commission’s unannounced audit. • Established procedures for annual employee performance reviews, hiring, orientation, training, termination, and counseling. • Implemented procedures for purchase approval, supply requisition and reception, and inventory, and cut costs by 23% by eliminating erroneous payments to vendors, loss of products, over ordering and waste.• Partnered with firm President and Vice President in such projects as redesigning employee compensation and incentives program.• Supervised 24 employees, to include four managers and five financial advisors, who serviced more than 3,650 clients with assets totaling more than $350 million. • Created, documented, and implemented procedures for firm’s operations and human resources department, resulting in the retention of a third of the staff for more than 7 years.• Assessed and improved security measures regarding the handling of client documentation.

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  Texas Society of CPAs

  • Fort Worth, Texas

  • Continuing Education Coordinator

    • May 1998 - Aug 1999
    • Fort Worth, Texas

    For the Fort Worth Chapter:• Scheduled, organized and facilitated education sessions and study group activities for Certified Public Accountants.• Maintained records of attendance and evaluations of events. • Planned and implemented arrangements for off-site events including catering, room reservations and other details. • Maintained books for the Fort Worth Chapter and continuing professional education corporation, using Windows-platform accounting software.

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  United States Marine Corps

  • Wherever they sent me

  • Master Sergeant

    • Sep 1973 - Apr 1995
    • Wherever they sent me

    Retired USMC