Enthusiastic and knowledgeable problem-solver in the financial services industry. Trusted by a diverse range of clients to provide empathetic and effective solutions to a variety of financial needs. Adapts quickly to changing business and technical environments.
Overview
21
21
years of professional experience
Work History
Financial Coach
GIFTS INTO GOLD
Tacoma, Asheville, Washington, North Carolina
06.2016 - Current
Built a business serving coaches, authors, and speakers focused on using story in business, including in finances
Had phone and Zoom conversations with hundreds of coaches, authors, and speakers
Interviewed dozens of guests for the Heroes of the Heart podcast
Hosted six profitable summits with dozens of speakers at each summit that were well received and in budget
Published the best-selling Heart Notes anthology including writing, editing, and page layout
Founded the Word of Difference Toastmasters club including recruiting and training members and club officers
Accountant
ACCOUNTEMPS
Seattle, Washington
09.2015 - 05.2016
Helped small- and mid-sized businesses track expenses and improve accounting systems
Overhauled a client’s chart of accounts for improved recordkeeping
Graphic Designer
SPILLING INK STUDIO
Tacoma, Washington
09.2013 - 10.2015
Started and promoted a business as a freelance graphic designer
Created freehand and digital illustrations for small-business and non-profit clients using Adobe’s Creative Suite (PhotoShop, Illustrator, InDesign)
Provided photography services for schools and non-profits
Business Analyst
THERMO FISHER SCIENTIFIC
Asheville, North Carolina
01.2008 - 03.2013
Developed tools in Cognos Report Studio to provide senior level managers and executives insight on performance measurement within a multi-channel, multi-billion dollar corporation
Gathered user requirement specifications from senior-level managers
Performed user acceptance testing (UAT) to ensure reports operated effectively and accurately
Utilized principles of Agile development to provide timely, robust and scalable solutions
Drove continuous improvement for business processes resulting in $10,000+ annual savings