PREVIOUS WORK EXPERIENCE
Seagrove Real Estate Exchange, Seagrove Beach, FL
Co-owned and operated a partnership which acted as a “Qualified Intermediary” for clients wishing to escrow funds to enable a 1031 real estate exchange.
Porath & Associates, Santa Rosa Beach, FL
Accountant / Closing Agent
Supervised and reviewed all accounting for the Law Firm. Prepared closing Documents for Real Estate Transactions.
Carr Riggs & Ingram, LLC, Destin, FL
Certified Public Accountant
Prepared of Gift, Estate, Non Profit, Partnership, Corporate, Pension, Individual and Informational Income Tax Returns.
O’Sullivan Creel LLP, Destin, FL
Certified Public Accountant
Prepared of Gift, Estate, Non Profit, Partnership, Corporate, Pension, Individual and Informational Income Tax Returns.
Catholic Archdiocese of Washington D.C., Washington D.C., Washington D.C.
Internal Auditor
Interviewed Parish Priests and Bookkeepers as an on-site internal auditor. Reviewed the accounting systems and internal controls as well as actual accounting write up work. Evaluated internal controls and accuracy of parish reports and journals. Made recommendations to the Director of Finance for improvements. Performed unplanned Parish Audits to investigate allegations of theft, fraud, embezzlement and mismanagement of funds.
Meck & Associates, Silver Spring, Maryland
Certified Public Accountant
Prepared Individual, Partnership, Corporate, Trust, Gift, Estate, Subchapter S, Nonprofit, income and informational tax returns. Worked with clients to teach individuals and their respective bookkeepers the software and accounting needs of the business.
Friends of the National Zoo, Washington D.C. (FONZ)
Assistant Controller
Performed all accounting for the Non Profit organization “FONZ” Friends of the National Zoo. This organization was devoted to the support of the National Zoo in Washington D.C.. Managed 13 employees responsible for cash, accounts payable and receivable as well as any and all other accounting functions of the organization.
KPMG Peat Marwick, Washington D.C.
Tax Specialist
Prepared income and informational tax returns for Individuals, Partnerships, Gifts, Estates, Trusts, and both chapter S and C Corporations.
University of Virginia, Charlottesville, Virginia
Accounting Graduate Teaching Assistant
Instructed undergraduate students on the “Principles of Accounting” for the McIntire of School of Commerce.
Seagrove Real Estate Exchange, Seagrove Beach, FL
Co-owned and operated a partnership which acted as a “Qualified Intermediary” for clients wishing to escrow funds to enable a 1031 real estate exchange.
Porath & Associates, Santa Rosa Beach, FL
Accountant / Closing Agent
Supervised and reviewed all accounting for the Law Firm. Prepared closing Documents for Real Estate Transactions.
Carr Riggs & Ingram, LLC, Destin, FL
Certified Public Accountant
Prepared of Gift, Estate, Non Profit, Partnership, Corporate, Pension, Individual and Informational Income Tax Returns.
O’Sullivan Creel LLP, Destin, FL
Certified Public Accountant
Prepared of Gift, Estate, Non Profit, Partnership, Corporate, Pension, Individual and Informational Income Tax Returns.
Catholic Archdiocese of Washington D.C., Washington D.C., Washington D.C.
Internal Auditor
Interviewed Parish Priests and Bookkeepers as an on-site internal auditor. Reviewed the accounting systems and internal controls as well as actual accounting write up work. Evaluated internal controls and accuracy of parish reports and journals. Made recommendations to the Director of Finance for improvements. Performed unplanned Parish Audits to investigate allegations of theft, fraud, embezzlement and mismanagement of funds.
Meck & Associates, Silver Spring, Maryland
Certified Public Accountant
Prepared Individual, Partnership, Corporate, Trust, Gift, Estate, Subchapter S, Nonprofit, income and informational tax returns. Worked with clients to teach individuals and their respective bookkeepers the software and accounting needs of the business.
Friends of the National Zoo, Washington D.C. (FONZ)
Assistant Controller
Performed all accounting for the Non Profit organization “FONZ” Friends of the National Zoo. This organization was devoted to the support of the National Zoo in Washington D.C.. Managed 13 employees responsible for cash, accounts payable and receivable as well as any and all other accounting functions of the organization.
KPMG Peat Marwick, Washington D.C.
Tax Specialist
Prepared income and informational tax returns for Individuals, Partnerships, Gifts, Estates, Trusts, and both chapter S and C Corporations.
University of Virginia, Charlottesville, Virginia
Accounting Graduate Teaching Assistant
Instructed undergraduate students on the “Principles of Accounting” for the McIntire of School of Commerce.
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