
Hard-working and trustworthy professional with over twelve years of experience providing exemplary service as a bartender, server, head trainer, and dining room supervisor for three premier restaurant groups.
Excellent references available upon request
Army ROTC Ranger Club; Penn State Football Letter assistant editor; voracious reader; film buff; amateur photographer; competitive fencer-epee/foil; Civil War & Napoleonic re-enactor; military miniature sculpture & diorama builder; enthusiastic chess player; downhill skier and softball player.
Securities And Tax Administration Consultant, 10/2024 to Current
The Mason Companies – Reston, VA
Consultant to both the Tax Administration and Broker/Operations teams of The Mason Companies, a Barron's Top 20 Financial Institution recognized among the "Top 50 Wealth Managers" by Forbes and Fortune Magazines, with over five billion in assets currently under management. Chief responsibilities include: covering Trading Desk (submitting and processing all buys & sells of client stock on the NYSE for that day), creating and/or editing client documents (wills, trusts, estate planning documents, endowments etc.), overseeing submission of charitable gifts and assisting with processing of all federal and state tax returns for over 670 private and institutional clients.
Case Director, 03/2011 to 10/2024
The Medical Review Foundation, Inc. – Reston, VA
The Medical Review Foundation, Inc. is a nationwide medical-legal consulting company which assists over 2,200 Law Firms with their malpractice, wrongful death, and nursing home negligence cases. As Senior Case Director, I manage all aspects of the case review process, personally select which cases our organization will accept (in consultation with our Medical Directors), negotiate fees for Attorneys, oversee the complex vetting process to obtain the most qualified Board Certified Medical Professionals to serve as expert witnesses, and run all conference calls and video depositions. In 2012 & 2017, initiated and personally led two successful nationwide marketing campaigns which nearly doubled MRF's existing client base.