Experience

• 

  Self-Employed Contractor

  • Fort Wayne, Indiana

  • Sabbatical

    • Dec 2017 - Present
    • Fort Wayne, Indiana

• 

  Ohio University

  • United States
  • Higher Education
  • 700 & Above Employee

  • Sabbatical Specialist

    • Dec 2017 - Dec 2017

  • Resource Analyst

    • Apr 2015 - Dec 2017

    As the Resource Analyst for The College of Business at Ohio University, I independently provide analytical accounting and trending reporting based on critical data that enables the College to make informed decisions in regards to all of the Centers of Excellence.• Analyzes business operations costs, revenues, financial commitments and obligations for multiple centers and forecast future revenues and expenses. .• Provides budgeting for the Center Directors including developing, maintaining, and analyzing budgets throughout the budgeting process.• Responsible for preparing and maintaining Scholarship funds and reporting to Financial Manager accurate data for the annual budgeting process.• Advise the DEAN and COO on Select Programs within the college. Meet regularly with leaders, advisors, and directors to gather data. • Develop and maintain a Dashboard System for quarterly reporting processes as well as Board communication.• Secure Position in Princeton Review, Bloomberg, Etc. for university ratings via survey submission.• Supervises and manages colleagues and student employees by interviewing, hiring, and directing daily tasks.• Often researches complex problems and provides recommendation for resolution.• High profile communication with Internal and External partners of the College of Business.• Event Planner and catering coordination for large scale events for Several Centers of Excellence within the College of Business.

  • Financial Resources

    • Dec 2013 - Dec 2017

    Preparing, monitoring and analyzing all aspects of the budgetary process while maintaining accountability for budget expenditures. Event coordination. High profile communication with Internal and External partners. Executive Board participation.

• 

  Raymond James Financial Inc.

  • Financial Advisor

    • 2004 - 2008

• 

  J.P. Morgan

  • Fort Wayne, Indiana

  • Licensed Financial Adviser/Business banker

    • 2003 - 2005
    • Fort Wayne, Indiana

    Considered the relative costs and benefits of investment strategies for clients while activley marketing Mutual Funds and Annuities. Assisted new and existing clients with their daily business banking needs by providing money, credit, and comprehensive planning.

• 

  Capital Financial Group, LLC

  • Ohio and Indiana

  • Branch Manager

    • 1978 - 1995
    • Ohio and Indiana

    Profitable operation of several branch offices while representing the company to the community, customers, and service staff. Directed and guided personell management, coordination of accounts, loan processing, contract purchases, office reports, insurance claims and other managerial duties.