Manage the financial and tax reporting responsibilities as well as the financial fiduciary oversight of investment funds and partnerships to provide timely and relevant information to investment partners (currently includes over 70 audits and tax returns).
September 04, 2022
Demonstrated ability to engage with students, staff and faculty to achieve organizational goals and objectives with a strong sense of commitment towards excellence in internal and external customer service through communication, active listening, interpersonal, and conflict management skills.
January 16, 2023
Lead the development and execution of a strategic integrated marketing plan that aligns to primary business goals, communicates brand differentiators, promotes campaign strategy, and an engaged patient experience leading to measurable return on marketing investment.
February 18, 2023
Assist Lending Officers in all phases of maintaining a portfolio of existing loans including tracking and testing covenant requirements, analyzing collateral maintenance requirements, obtaining & analyzing financial statements and tax returns.
February 26, 2023
Participate in external company promotion through such activities as articles, speeches, presentations and professional memberships to increase the firm's visibility in marketplace.
March 08, 2023
Review periodically projects being executed by other Division Vice Presidents to maintain awareness of service offering delivery, and, where appropriate, maintain contact with clients.
April 02, 2023