

With a track record of effectively planning, coordinating, and meeting deadlines for multiple projects, I have consistently demonstrated strong organizational and communication skills. My keen attention to detail and problem-solving abilities enable me to navigate complex tasks effortlessly. Whether working independently or as part of a team, I consistently deliver high-quality results. Moreover, my aptitude for building and maintaining solid business relationships across all levels makes me a valuable contributor to any organization.
Manage to strategic objectives
Identify and implement standardization and process improvements
Led the development of the account review electronic workflow
Relocated, standardized and developed the centralized Irrevocable Life Insurance Trust Team
Responsible for eleven direct reports
Identified solutions for complex, interrelated client issues
Directed and coordinate engagement services to clients, meeting deadlines and service needs
Researched to resolution complicated tax issues
Developed and conducted seminars in the area of taxation and understanding financial statements
Successfully met established sales and business plans
Certified Public Accountant retired 2005
Certified Trust Financial Advisor
Certified Specialist Estate Planning
Past Treasurer -
Ronald McDonald House- Dayton, Ohio
YWCA - Dayton, Ohio
Police Athletic League - Dayton, Ohio
Ronald McDonald House - Cleveland, Ohio
Women’s Community Foundation - Cleveland, Ohio