Chief Financial Officer

• Jan 2023 - Present

As a Chief Financial Officer (CFO) at a Managed Service Provider (MSP) and Telecom Company, I am responsible for developing, implementing, and maintaining financial policies, procedures, and systems designed to improve economic performance and ensure compliance with applicable laws, regulations, and standards. I oversee the preparation of financial statements and other financial reports, ensuring accuracy and timeliness, and manage the budgeting process, forecasting financial performance and cash flow. I have developed and maintained relationships with banks, financial institutions, auditors, vendors, and customers and monitor and analyze financial performance and trends, providing recommendations for improvement. I also lead financial and operational audits, ensuring compliance with applicable laws and regulations, develop and implement strategies to reduce costs and increase revenue, collaborate with senior management to create and execute strategies to improve financial performance, ensure compliance with all relevant financial and accounting regulations and assist in the development of long-term business plans. Show less

Financial Planner / Wealth Manager

• Jun 2019 - Dec 2022

Specialized in helping individuals and families attain their financial objectives by providing support through designing comprehensive financial plans tailored to their needs and creating prudent investment strategies. Additionally, I helped plan for retirement & insurance necessities, and was committed to educating and establishing realistic expectations about their financial predicament. Specialized in helping individuals and families attain their financial objectives by providing support through designing comprehensive financial plans tailored to their needs and creating prudent investment strategies. Additionally, I helped plan for retirement & insurance necessities, and was committed to educating and establishing realistic expectations about their financial predicament.

Investment Advisor Representative, Financial Advisor

• Feb 2016 - Jun 2019

Retirement Brokerage Services Representative

• Jan 2008 - Mar 2015

Helicopter/Tiltrotor Dynamic Components Mechanic

• Jan 2000 - Jan 2005

I serviced, inspected, and maintained helicopter/tiltrotor dynamic components. I serviced, inspected, and maintained helicopter/tiltrotor dynamic components.