Experience

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  • Chief Financial Officer

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  Armstrong ∙ Dixon

  • Operations and Marketing Coordinator

    • Apr 2019 - Present

  • Client Relationship Manager

    • Jan 2018 - Apr 2019

    As a Client Relationship Manager, some of my main duties include:- Assisting in the writing, processing and the follow up of all insurance applications and cases- Investment product research- Gathering, preparing and processing advisory, brokerage and direct business paperwork- Assistance in account review document preparation- Assistance in financial plan document preparation- Cash and Journaling- Assisting in Quarterly Bill Process- Scheduling all marketing events including, company based volunteer activitiesSecurities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ADE, LLC, a registered investment advisor. Armstrong Dixon and ADE, LLC are separate entities from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • For a list of states in which the financial consultants affiliated with Armstrong Dixon are registered to do business, please visit www.armstrongdixon.com.

  • Administrative Assistant

    • Feb 2017 - Jan 2018

    The financial consultants at Armstrong Dixon are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment advice offered through ADE, LLC, a registered investment advisor. Armstrong Dixon and ADE, LLC are separate entities from LPL Financial.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • For a list of states in which the financial consultants affiliated with Armstrong Dixon are registered to do business, please visit www.armstrongdixon.com.

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  LADIES ON THE VERGE OF EXCELLENCE INC

  • Baltimore, MD

  • Chief Financial Officer

    • Sep 2013 - Present
    • Baltimore, MD

    Direct and oversee all financial functions of startup organization focused on advancing the physical, mental, and academic excellence of women. Manage preparation of financial statements for diverse entities. Review financial information daily to understand the organization’s financial standing; recommend various cost-saving measures and financial strategies to management. Collaborate with CEO and program directors in preparing of annual operating budget and monthly financial forecasts. Oversee teams and daily activities in support of bookkeeping, general ledger management, variance analysis and reporting, accounts payable, accounts receivable, credit control, and petty cash management. Selected Contributions: Ensure company meets all paperwork and tax filing requirements to maintain its status as a charitable 501C3 organization.  Developed robust fundraising plans and provided leadership on successful fundraising programs. Created and deployed all financial processes, procedures, tools, and systems. Worked with Audit Committee and external auditors to orchestrate successful financial audits each year.

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  FedEx Office

  • Catonsville, MD

  • Center Consultant

    • Feb 2015 - Nov 2016
    • Catonsville, MD

    Provided warm, friendly customer service in the sale of FedEx office products and in the assembly and processing of customer shipments. Interfaced with customers to understand shipping needs, presented and recommend shipping options (routes, rates, packaging options), processed transactions, and handled various forms of payment. Operated POS system. Selected Contributions:Commended by management and customers for taking great care in assembling parcels, preparing goods for shipment, and working with cross-functional teams to ensure all goods arrived on time and according to customer specification.

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  PwC

  • Baltimore, Maryland Area

  • SDI Intern

    • Jun 2012 - Aug 2012
    • Baltimore, Maryland Area

    Provided support to Marketing and Sales teams in development of client databases. Participated in audit and tax simulations, and accompanied field sales staff on client appointment.

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  Mid-Atlantic Health Care, LLC

  • Timonium, MD

  • Accounting Intern

    • Sep 2011 - Jun 2012
    • Timonium, MD

    Assisted senior accountants with daily accounting procedures, including data entry, accounts payable, and preparation of financial statements. Additionally answered and routed calls, and responded to client inquiries.