
Timeline
About me
Director of Client Services
Education

Ohio northern university
1981 - 1985Bsba accounting, computer science, financeActivities and Societies: Varsity Golf, Officer in the Delta Sigma Phi Fraternity, IntraFaternity Council, VITA (Volunteer Income Tax Assistant) Triple Major
Experience

Cis consulting group
Oct 1994 - Dec 2010Cpa, vp consultingProvided accounting and software advisory services to Construction and Real Estate companies throughout a 5 state territory. Developed the CIS Professional Services Group from 1 to 35 consultants at peak. Managed the PSG consultants in 4 divisions: Accounting Consulting, Estimating Consulting, IT Services and Customer Relationship Management. Served as corporate Treasurer.

Aktion associates, inc.
Jan 2011 - Dec 2015Unit manager
Gallagher technology solution llc
Dec 2015 - nowPrincipal/memberAccounting and technology consulting services to the Construction and Real Estate Industries. Focus on job cost accounting and project management systems with extensive product integration experience.

Cdp, inc
Feb 2016 - Jan 2018Vp of operationsManaged CDP consulting operations for Dexter & Chaney implementations. Developed SalesForce Consulting Case management system. Managed and implemented Spectrum construction accounting and job cost software, by Dexter & Chaney.

Seidr
Jan 2018 - Feb 2020Partnerseidr is a global, Norwegian based, software product solutions and services firm comprised of industry experts helping clients achieve their process improvement goals with Enterprise Information Management solutions. seidr partners with Organizations to simplify content, streamline processes and integrate systems.

Kiawah partners
Feb 2020 - Mar 2022Senior accounting manager
Anterra technology
Apr 2022 - nowDirector of client services
Licenses & Certifications

Certified public accountant
NcJul 1995
Sage 300 cre - construction accounting
Sage softwareApr 2012
Sage 300 cre - real estate
Sage softwareApr 2012
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