I am a strategic marketing leader with fifteen years in financial services and wealth management. My specialty is building the infrastructure underneath marketing...the systems, the brand, the planning frameworks...that turn activity into measurable growth. Most firms have plenty of marketing. Not enough of it is connected to outcomes. That is the gap I close.

PERSONAL ATTRIBUTES –
• Strong interpersonal and organizational skills and self-motivated
• Detail oriented with a strong work ethic and problem solver
• Effective planning and organization of time management
• Willingness to take on new challenges and cooperate with others on team efforts
• Primary focus on achieving goals with dedication, energy and enthusiasm
• Excellent written and oral communications with a professional attitude
• Resourceful in locating facts and pertinent information
• Positive upbeat outlook with a friendly disposition

I’m a development professional with a finance and operations background, experienced in fundraising, grant documentation, and relationship management. I’m highly organized, detail-driven, and skilled at translating mission into compelling applications. Very empathetic by nature.

Detail-oriented and organized Bookkeeping professional with experience supporting accounts payable and general bookkeeping functions. Proven ability to audit vendor invoices for accuracy, maintain precise financial records, and ensure timely processing of payments and reconciliations. Armed with strong skills in data entry, filing, and financial documentation, with proficiency in Microsoft Excel and Word alongside SAP FICO exposure. Known for excellent time management, multitasking, and communication skills in fast-paced environments, with a strong readiness to learn customer-specific accounting software.