222 West First Street ~
Williamsburg, Virginia 23081
CHIEF FINANCIAL OFFICER
Management Development ~ Strategic Planning ~ Financing
Accomplished, seasoned Professional with proven success in
operations management to achieve the organizational mission.
Superior communication skills, easily interacts with executives,
regulatory agencies, clients, vendors, and staff. Technically
proficient in spreadsheets, word processing, graphics, &
accounting software. Member AICPA, with additional capabilities
- Compliance Audits
- Tax Planning
- Profitability Tracking
- Client Relations
- Lines of Credit
- ISO 9001 Certification
- Collection Processes
- Operations Training
CERTIFICATIONS & LICENSURE
Certified Public Accountant
(CPA), States of Virginia, Maryland, & Delaware, 1988
Charted Mutual Fund Counselor
(CMFC), Institute for Wealth Management, 1980
Certified Trainer (CT), West
Virginia State College
63, 7, and 8
Insurance License: Life,
Health, and Variable Products
EDGE, INC., Williamsburg, Virginia, 1999 - Present
Chief Operating Officer
(2000 - Present)
Oversee all operational matters for a
contract electronic manufacturing plant, in particular
management development and strategic planning.
Spearheaded effort for ISO 9001
Secured financing for turnkey
manufacturing; implemented new methods to track and improve
Chief Financial Officer (1999
Supervised accounting staff with
direct oversight of all accounting, payroll, & banking
Acquired lines of credit and
initiated effective collection processes.
Implemented GAAP-compliant financials
and tax-planning strategies.
INC., Baltimore, Maryland, 1993 - 1999
Director of Compliance &
Training (1996 - 1999)
Administrated all areas of Agency
Established periodic compliance
audits & reviews; performed daily compliance supervision.
Organized and conducted full
operations training, from investments & insurance to
financial & tax planning; directed client relations.
Investment Specialist (1993 -
Developed investing strategies &
portfolios for general agency sales personnel.
Teamed with insurance agents on
insurance & investment-related research.
Designed and executed sales
presentations to educate agents & clientele.
Produced company's weekly newsletter,
wrote performance reports for distribution to clients.