Co Managing Partner

• Nov 2021 - Present

We uncover and correct mistakes on workers' compensation insurance policies and put money back into your company's pocket We uncover and correct mistakes on workers' compensation insurance policies and put money back into your company's pocket

President

• Aug 2020 - Present

President

• Aug 2014 - Jan 2022

• Specializing in cost recovery and expense reduction for small to medium-size businesses and commercial property owners/investors across the U.S., including but not limited to construction companies and contractors, manufacturing facilities, restaurants, medical facilities, and not-for-profits • Clients we help are typically experiencing any or all of the following: - Frustrated with the rising cost of expenses - Trying to grow, but don't have the capital - Concerned they might be throwing money away or leaving money on the table - Experiencing a reduction in cash flow or shrinking profit margins We provide tailored solutions that save our clients time and money. Show less

Senior Commercial Energy Consultant

• Jul 2012 - Aug 2014

• Senior commercial energy consultant • Senior commercial energy consultant

Sergeant/Assistant Armory Chief

• Feb 2005 - Dec 2013

• Assistant armory chief at the 6th Communications Bn and 4th Civil Affairs Group • Sergeant and leader of Marines for the world’s finest fighting force • Assistant armory chief at the 6th Communications Bn and 4th Civil Affairs Group • Sergeant and leader of Marines for the world’s finest fighting force

Senior Accounting Associate

• Jan 2008 - May 2013

• Worked alongside the trading desk on FX trades and generated/maintained P&L reports • Reconciled management company Balance Sheets and P&L Statements on a monthly basis and assisted in the preparation of quarterly financial statements • Worked alongside the trading desk on FX trades and generated/maintained P&L reports • Reconciled management company Balance Sheets and P&L Statements on a monthly basis and assisted in the preparation of quarterly financial statements

Clearance Associate

• Jul 2006 - Dec 2007

• Cleared government securities utilizing the BNY Fed system • Cleared government securities utilizing the BNY Fed system

Clearance Specialist

• Sep 2003 - Jul 2006

• Cleared various financial products such as equities, mortgage-backed securities, and options. • Selected by the Director of the department to participate in a "fast-track" promotion group • Participated in a project to reduce the number of 'notifications of settlement' in the mortgage-backed securities area in an effort to reduce operational costs • Cleared various financial products such as equities, mortgage-backed securities, and options. • Selected by the Director of the department to participate in a "fast-track" promotion group • Participated in a project to reduce the number of 'notifications of settlement' in the mortgage-backed securities area in an effort to reduce operational costs