Accomplished, pragmatic professional with solid experience in leadership roles. Adept at implementing strategic business plans, driving growth and improving operations. Skilled in financial management and stakeholder relations. Collaborative and dedicated to building and leading talented and motivated individuals.
Overview
20
20
years of professional experience
Work History
Chief Operating Officer and Co-Founder
Prime Tree, LLC
Salem, MA
06.2020 - Current
Identified and pursued business development opportunities to grow organization.
Ensured regulatory compliance by implementing policies in line with industry best practices to mitigate risks associated with legal or ethical violations.
Formulated strategic plans aligning with overall company vision; setting achievable short and long-term goals to drive growth.
Networked with other businesses and customers to increase sales opportunities and contacts.
Established team of motivated and highly skilled employees to help run business.
Mentored team members by sharing knowledge, offering guidance, and providing constructive feedback; fostering a culture of continuous learning and development within the organization.
Demonstrated respect, friendliness and willingness to help wherever needed.
Household Manager
Parental Leave
North Waterboro, ME
11.2017 - 06.2020
Managed day-to-day operation of home.
Identified needs and coordinated plans for travel and out-of-town functions.
Maintained entire family's schedule and organized events.
Performed cleaning, meal preparation and organization duties.
Managed financial matters for the household, including budgeting, bill payments, and expense tracking.
Financial Advisor
Prudential Financial
South Portland, ME
01.2013 - 11.2017
Collaborated with team members to streamline processes and improve overall client experience.
Facilitated presentation and recommendation of services by optimizing client relationships.
Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
Educated clients on potential risks and rewards associated with various investments.
Delivered strategic investment advice for individual and corporate clients.
Accountant
Naval Sea Systems Command
Kittery, ME
06.2012 - 01.2013
Provided critical support during system upgrades by working closely with IT staff to ensure minimal disruption to daily operations.
Reconciled accounts and reviewed expense data, net worth, and assets.
Used advanced software to prepare documents, reports, and presentations for audits, as well as everyday use.
Handled day-to-day accounting processes to drive financial accuracy.
Staff Accountant/Bookkeeper
Rebecca J. Day And Associates
Biddeford, ME
04.2009 - 11.2012
Prepared working papers, reports and supporting documentation for audit findings.
Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
Chief Operating Officer and Co-Founder at The Alchemy Group with Compass Real EstateChief Operating Officer and Co-Founder at The Alchemy Group with Compass Real Estate