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Create a company profile to connect with top remote employees.
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TMExperienced CPA with a strong background in accounting and finance.
Experience
Senior Accountant
Free Flow Medical, Inc.
Apr 2024 - Present (1 year 7 months)
Tax Preparer
Income Tax Assistant (VITA)
Feb 2018 - Present (7 years 9 months)
Tax Preparer
John Keegan Income Tax Services
Jan 2025 - Present (10 months)
Senior Accountant
Frank, Rimerman + Co. LLP
Apr 2022 - Present (3 years 7 months)
Accounting Consultant
Free Flow Medical, Inc.
Jun 2019 - Present (6 years 5 months)
TASenior HR leader driving strategic workforce alignment, talent acquisition, and HR digital transformation.
Experience
Human Resources Manager
Dorman Long Engineering Nigeria
May 2024 - Aug 2025 (1 year 3 months)
Head, Human Capital Management
ipNX Nigeria Limited
Feb 2012 - May 2023 (11 years 3 months)
HR Operations Team Lead
ipNX Nigeria Limited
Strategic mental health clinician and wellness consultant with extensive experience.
Experience
Community Mental Health Educator
Alzheimer's Association
Oct 2019 - Present (6 years 1 month)
Psychiatric Nurse Practitioner
LifeStance Health, Inc.
Feb 2019 - Present (6 years 9 months)
KGExperienced wealth management executive specializing in investment strategy and team leadership.
Experience
Partner, Managing Director
Snowden Lane Partners
Jan 2013 - Dec 2021 (8 years 11 months)
MLVice President, Senior Financial Advisor
Merrill Lynch
Jan 1997 - Dec 2013 (16 years 11 months)
Account Executive
SCVisionary CEO/CFO with extensive leadership and strategic management experience.
Experience
Director / President
Confidential Group Company
Jul 2017 - Present (8 years 4 months)
Chief Financial Officer
Confidential MNC
Jan 2010 - Jul 2017 (7 years 6 months)
Director - Transactions Advisory Services
AIDynamic and results-driven financial leader
Experience
Senior Manager, Internal Controls and SOX Compliance
Charles River Laboratories
Aug 2022 - Present (3 years 3 months)
Financial Director
United States Air Force
Apr 2009 - May 2021 (12 years 1 month)
United States200k-300k USD
Strategic finance leader driving FP&A, fundraising, and scalable financial operations.
Experience
Senior Strategic Finance Director
Hazel Health Inc.
Sep 2022 - Present (3 years 2 months)
Strategic Finance Manager
Financial analyst with expertise in superannuation and retirement planning.
Experience
ATSuperannuation Statement
Australian Retirement Trust
Jul 2023 - Jun 2024 (11 months)
Seasoned financial advisor delivering tailored retirement and investment strategies.
Experience
Financial Advisor
Corebridge Financial
Jun 2025 - Present (5 months)
EJFinancial Advisor
Edward Jones
Jan 2024 - Apr 2025 (1 year 3 months)
MLFinancial Advisor
BJExperienced retirement consultant with a strong background in financial planning.
Experience
Retirement Consultant
Empower
Jan 2024 - Present (1 year 10 months)
Technical Representative
Mizuno
Jan 2023 - Present (2 years 10 months)
Producer\Editor
AUFinance major with expertise in retirement plan operations and client support.
Experience
Retirement Plan Associate
OneDigital
Oct 2023 - Present (2 years 1 month)
DJ & Media Manager
Freelance
Aug 2023 - Present (2 years 3 months)
Office Clerk
JCDetail-oriented finance professional with a passion for client relationships.
Experience
Workplace Planning Consultant II
Fidelity Investments
Sep 2022 - Present (3 years 2 months)
Workplace Planning Consultant I
Fidelity Investments
Jun 2021 - Present (4 years 5 months)
CCExperienced financial planner dedicated to optimizing client investment strategies.
Experience
Financial Planner
Wall Street Alliance Group
Apr 2025 - May 2025 (1 month)
Financial Advisor, Advanced Planning Consultant
Shepherd Wealth Group
Sep 2021 - Apr 2025 (3 years 7 months)
Financial Representative, Agent
CCDetail-oriented Workers' Compensation Claims Adjuster with extensive experience.
Experience
Retirement Specialist
Randstad
Sep 2024 - Present (1 year 2 months)
Workers' Compensation Claims Adjuster
Liberty Mutual Insurance
Sep 2021 - Aug 2023 (1 year 11 months)
Case Coordinator
Experienced Benefits Administrator with 15+ years in pension management.
Experience
Lead Pension Administrator
Fidelity Investments
Dec 2020 - Present (4 years 11 months)
Benefits Administration Service Analyst II
Conduent HR Services, LLC
Mar 2004 - Present (21 years 8 months)
Experienced project manager specializing in retirement plan conversions and implementations.
Experience
DLParticipant Service Center Phone Rep.
Definiti LLC
May 2024 - Present (1 year 6 months)
Implementation Project Manager
Ascensus LLC
Sep 2023 - Apr 2024 (7 months)
Client Transition Supervisor
Experienced sales leader specializing in financial services and retirement solutions.
Experience
NCDebt Specialist
New York Life Insurance Company
Dec 2023 - Sep 2024 (9 months)
Senior Retirement Executive
Empower
Jun 2022 - Oct 2023 (1 year 4 months)
Sales & Marketing Manager
Laborem Edge
Jan 2021 - Jan 2022 (1 year)
Experienced financial strategist with a focus on generational wealth building.
Experience
Financial Strategist / President
Planwise Partners, LLC
Jan 2020 - Present (5 years 10 months)
President / CEO
COD Protection Services
Jan 2016 - Dec 2021 (5 years 11 months)
Vice President & President Roles
Security Industry
International business professional with expertise in financial services.
Experience
401(K) Specialist
ADP, LLC
Oct 2023 - Present (2 years 1 month)
Money Movement Specialist
ADP, LLC
Sep 2018 - Present (7 years 2 months)
Sales Lead
I am an experienced client account manager specializing in retirement benefits, risk, and compliance.
Experience
MHGestionnaire Client Individu
Malakoff Humanis
Jan 2024 - Present (1 year 10 months)
AMCompliance Market Integrity
Amundi Asset Management
Sep 2023 - Dec 2023 (3 months)
WWNov 2008 - Feb 2012 (3 years 3 months)
Senior Human Capital Officer
ipNX Nigeria Limited
Sep 2006 - Nov 2008 (2 years 2 months)
Human Capital Administrator
ipNX Nigeria Limited
Sep 2004 - Sep 2006 (2 years)
Field Service Coordinator (RN)
Anthem Inc.
Jul 2016 - Present (9 years 4 months)
Registered Nurse - Psychiatric Inpatient Services
St. Joseph Behavioral Health Center
Jun 2016 - Present (9 years 5 months)
Staff Registered Nurse
Memorial Hermann Hospital
Dec 2014 - Present (10 years 11 months)
Albion Group International
Jan 1994 - Dec 1997 (3 years 11 months)
Leading Asset Management Company
Aug 2007 - Jan 2010 (2 years 5 months)
Senior Management Roles
Various MNCs
Sep 2001 - Aug 2007 (5 years 11 months)
Panorama Education Inc.
Apr 2021 - Sep 2022 (1 year 5 months)
EYStrategy & Transactions Senior Consultant
Ernst & Young
Aug 2019 - Apr 2021 (1 year 8 months)
Investment Associate
Stewart Capital Advisors
May 2015 - May 2018 (3 years)
Merrill Lynch
Apr 2020 - Jan 2024 (3 years 9 months)
Insurance Agent
Guardian Credit Union
Jan 2019 - Jan 2020 (1 year)
CFFinancial Rep & Insurance Agent
Country Financial
Mar 2016 - Jul 2018 (2 years 4 months)
Zed Media
Jan 2021 - Present (4 years 10 months)
Personal Banker
KeyBank
Jan 2020 - Present (5 years 10 months)
Administrative Support Specialist
United States Navy
Jan 2014 - Present (11 years 10 months)
MSLCPA
Jun 2023 - Aug 2023 (2 months)
Administrative Assistant
OneDigital
Jun 2022 - Jan 2023 (7 months)
Camp Counselor
Camp Pinewood
Jun 2021 - Jul 2021 (1 month)
Integrity Advisors Pension Consultants, Inc
Sep 2020 - Sep 2021 (1 year)
Financial Representative
Northwestern Mutual
May 2020 - Oct 2020 (5 months)
Wealth Management Intern
Morgan Stanley
Sep 2018 - Dec 2018 (3 months)
Delaware County Courthouse
Nov 2019 - Sep 2021 (1 year 10 months)
Insurance Agent
New York Life Insurance
Mar 2024 - Present (1 year 8 months)
Participant Benefits Advisor
Hewitt Associates
Sep 2002 - Present (23 years 2 months)
Recovery Accounting Representative II
JP Morgan Chase
May 1999 - Present (26 years 6 months)
Alerus Retirement Benefits
May 2022 - Jun 2023 (1 year 1 month)
Implementation Team Manager
Vestwell Holdings
Oct 2020 - Feb 2022 (1 year 4 months)
Plan Transition Manager
Retirement Solutions Specialists (RSS)
Apr 2019 - Oct 2020 (1 year 6 months)
VMDistrict Manager
Vector Marketing
Oct 2018 - May 2019 (7 months)
VMBranch Manager
Vector Marketing
May 2017 - Oct 2018 (1 year 5 months)
Jan 2010 - Dec 2018 (8 years 11 months)
ANN INC. – Ann Taylor
Sep 2015 - Present (10 years 2 months)
Administrative Assistant
GROUP O’DONNELL INT.
Aug 2012 - Present (13 years 3 months)
Assistant chargée de compte IARD
Willis Towers Watson
Sep 2021 - Sep 2023 (2 years)
MHGestionnaire Client
Malakoff Humanis
Sep 2019 - Sep 2021 (2 years)
