Experience

• 

  United States Department of Defense

  • United States
  • Armed Forces
  • 700 & Above Employee

  • Supervisor

    • Jan 2016 - Present

  • Accounting

    • Jan 2016 - Present

    Defense Finance and Accounting Service (DFAS) - JAABB* Accounts Receivable * Auditing for west coast, naval vessels* Processing of accounts payable transactions* Improve business processing and controls to enhance efficiency* Build a culture of service excellence

• 

  Equity Trust Company

  • Westlake, OH 44145

  • Relationship Manager

    • Jul 2013 - Dec 2014
    • Westlake, OH 44145

    Responsible for managing business relationships for Financial Advisor's and Key Client accounts. * Responsible for building quality rapport with Financial Advisor’s and business owners.* Resolving issues related to business transactions processed daily.* Training team members to understand Re...

• 

  Pinnacle Wealth Advisors, LLC

  • Cleveland, OH

  • Owner - Compliance Manager/Principal

    • Jul 2009 - Jul 2013
    • Cleveland, OH

    Responsible for managing all business compliance practices.* Direct responsibility for compliance examinations and approving client applications.* Monitor incoming money to comply with anti-money laundering (AML) guidelines.* Prepare business operations for compliance examinations and regulatory ...

• 

  Legend Financial Group, Ltd.

  • Highland Hts., OH

  • Registered Principal

    • May 2002 - Jul 2009
    • Highland Hts., OH

    Responsible for qualifying and presenting financial strategies to clients and business owners.* Providing Principal approval for all securities transactions for Legend Financial.* Performing annual compliance audits with Registered Reps and Advisors.* Review and approval of advertising and corres...

• 

  American Express Financial Advisors

  • Independence, OH

  • Financial Advisor

    • Jun 2000 - Sep 2001
    • Independence, OH

    Responsible for qualifying and defining financial plan programs for individuals and businesses.* Marketing American Express and myself to build a client base.* Direct sales of security investments and insurance products.* Performing sales presentations and seminars to clients, prospects and busin...

• 

  Fairbanks Scales

  • Valley View, Ohio

  • Area Service Manager

    • Dec 1998 - Dec 1999
    • Valley View, Ohio

    Responsible for the growth and profitability of the Cleveland branch office.* Leading a team of 10, providing rapid customer response.* Qualifying customers’ needs, preparing proposals for service, rental and sales.* Technical training, including electronics, computer interfacing and mechanical s...

• 

  Joslyn Hi-Voltage

  • Customer Service Manager

    • 1996 - 1998

    * Process accounting adjustment for accounts receivable and the General fund* Process accounts receivable and reimbursable billing*Improve business processes and controls all to gain greater efficiency*Build a culture of service excellence

• 

  Clarklift of Cleveland

  • Service Manager

    • 1989 - 1991
• 

  Gould Recording Systems Division

  • Cleveland Branch Manager

    • 1977 - 1984