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N.A. (Wellesley, MA)

N.A. is a versatile professional.  Her most recent position was at Fidelity (2007 - 2017).  She started as a Senior Analyst in Strategic Planning and Project Management (2007 - 2011), where she analyzed key metrics to identify and track business opportunities. Here she tapped her technology and analytical thinking to turn metrics into innovative [...]

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N.A. is a versatile professional.  Her most recent position was at Fidelity (2007 – 2017).  She started as a Senior Analyst in Strategic Planning and Project Management (2007 – 2011), where she analyzed key metrics to identify and track business opportunities. Here she tapped her technology and analytical thinking to turn metrics into innovative ideas and improve efficiency. She won an award in 2010 for outstanding client experience. From 2011 – 2013 she became a Client Conversion Manager where she had more direct interaction with advisors and became more relationship focused. Fidelity was moving to a web based platform and she developed and managed a project plan, facilitated webinar and in-person demos to teach inhouse stakeholders and external clients. Her next roles were in the strategic client experience, collaborating with product and technology departments to take client feedback and build better systems. She also created focus groups of internal and external stakeholders to develop and deliver strategy. Lastly, N.A. was a Platform Manager from 2015 – 2017, where she led a marketing workstream, creating / managing materials for customers as Fidelity developed their first digital offering. She worked with inhouse communication groups to create client materials and provided subject matter expertise on client touch points. N.A. also won several other awards and participated in leadership development for Fidelity’s top talent. She loves technology (across any industry), project management and administration. She has advance proficiency with MS Office, SQL, Hyperion, Salesforce and has some experience with QuickBooks. She has a BS in International Business and Trade and an MBA, both from Saint Peter’s University in NJ. Available 20 to 30 hours per week. Pay rate: $30/hr.

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C.B.M. (Boston, MA)

C.B.M. currently serves as special assistant/consultant to the president of a family owned company that provides specialized support and supervision to adults with intellectual disabilities. In this capacity she provides leadership for educational services, strategic and project planning, community outreach initiatives, metrics development and asse [...]

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C.B.M. currently serves as special assistant/consultant to the president of a family owned company that provides specialized support and supervision to adults with intellectual disabilities. In this capacity she provides leadership for educational services, strategic and project planning, community outreach initiatives, metrics development and assessment services to the growing residential and day services organization. C.B.M.’s prior work experience encompasses nearly 20 years in higher education. She served as Vice President and Dean of Students at the School of the Museum of Fine Arts in Boston, MA from 2010 -2011, and Associate Director of Academic Programs and Policy at the Massachusetts Department of Higher Education from 2010-2011, (only left because she was recruited by SMFA to assist with transition), Associate Dean of Students at Wheaton College in Norton, MA (2003-2010), and Associate Dean of Students at Utica College of Syracuse University (1999-2003, promoted three times). C.B.M. has also taught at both the graduate and undergraduate levels. C.B.M. holds a Doctorate in Educational Leadership and Policy (Johnson and Wales University), a Masters in Higher Education Administration (Syracuse University) and a Bachelors in Communications and Public Relations (Utica College of Syracuse University). Available 20 to 30 hours per week. Pay rate: $30+/hr.

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E.R. (Brookline, MA)

E.R. is a leader with over 30 years of experience in global marketing, where she has worked around the world for professional, academic and non-profit organizations. E.R. developed an expertise in data-driven marketing campaigns when she was hired by the Walt Disney Company to manage a pan-European marketing program for the launch and post-launch p [...]

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E.R. is a leader with over 30 years of experience in global marketing, where she has worked around the world for professional, academic and non-profit organizations. E.R. developed an expertise in data-driven marketing campaigns when she was hired by the Walt Disney Company to manage a pan-European marketing program for the launch and post-launch phase of Euro Disney in Paris, France. In this role, she used data to develop a promotional campaign that allowed Disney to track visitation-frequency and purchase-volume of targeted market segments. In 1995 E.R. returned to Boston to study at MIT where she earned her MBA and actively pursued a career in Management Consulting. A summer internship with Mercer Management Consulting earned her a full-time position, where she worked in Paris (on a data-driven, market performance analysis of the French National Railroad) and in Boston on a variety of projects – many but not all related to marketing. In 2001 E.R. joined the Marketing department at the Boston University Questrom School of Business, where she designed an International Marketing course that she taught for the next 12 years. This course examined marketing through the lens of global vs. local marketing decisions. In the last five years, E.R. has focused on volunteering her time and has held several leadership and fundraising positions in non-profit organizations in her community. She is currently serving on the board of the Innovation Fund, where she is using her marketing expertise to help the Fund build a marketing infrastructure. E.R. earned an MBA from the MIT Sloan School of Management and a BS in Marketing from Syracuse University. Available up to 20 hours per week. Pay rate: $50 – $60/hr.

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J.H. (Lexington, MA)

J.H. is a trained accounting professional with more than 7 years of experience serving as an auditor, finance manager, and analyst. She most recently worked at a hedge fund in Chicago as an analyst. Prior to that she worked at Bloomingdales in NYC with the VP of Operations as a Finance Manager, monitoring the budget and helping to manage expenses [...]

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J.H. is a trained accounting professional with more than 7 years of experience serving as an auditor, finance manager, and analyst. She most recently worked at a hedge fund in Chicago as an analyst. Prior to that she worked at Bloomingdales in NYC with the VP of Operations as a Finance Manager, monitoring the budget and helping to manage expenses and accruals. From 2002 – 2005 she worked at The Tribune Company, a national media and publishing company in Chicago, as a Senior Auditor and as an analyst at a major publishing unit. She started her career with KPMG Peat Marwick as an auditor. J.H. is proficient in Excel and has worked with Peoplesoft, Hyperion, Powerpoint, and Bloomberg. She has a BS and a Masters in Accounting from the University of Wisconsin Madison and has an inactive CPA.

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V.Z. (Centreville, VA)

V.Z. is a “hands-on” accounting and operations professional with 25+ years of experience working for nonprofits as well as small businesses. In addition to transactional accounting functions, he has managed payroll, HR functions, auditing, and financial reporting & analysis. He is also experienced in configuring and implementing accounting [...]

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V.Z. is a “hands-on” accounting and operations professional with 25+ years of experience working for nonprofits as well as small businesses. In addition to transactional accounting functions, he has managed payroll, HR functions, auditing, and financial reporting & analysis. He is also experienced in configuring and implementing accounting systems, including developing operating procedures and internal controls to safeguard corporate assets. From 2012-2017, he was a part-time accountant and business consultant to In Step PC where he provided full-cycle accounting services, including cleaning up and reconciling accounts. From 2007-2011, he held controller-level positions at a for-profit university and a small business. From 1990-2006, V.Z. owned a business that provided direct mail services to clients such as DIRECTV and Comcast. He is proficient in QuickBooks, Peachtree, Great Plains, Solomon, MAS90 and Excel. He has a BS in Accounting from Strayer University and has received training in both corporate and individual income taxes. He is fluent in English and Spanish.

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A.P. (Reston, VA)

A.P. is an engineer and project manager with experience in the telecommunications industry. She has worked mostly for engineering consulting firms with large telecom companies as clients. Her expertise is in Radio Frequency Design and Optimization, Microwave Engineering and Planning, Frequency Planning, Network Traffic Data and Capacity Analysis in [...]

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A.P. is an engineer and project manager with experience in the telecommunications industry. She has worked mostly for engineering consulting firms with large telecom companies as clients. Her expertise is in Radio Frequency Design and Optimization, Microwave Engineering and Planning, Frequency Planning, Network Traffic Data and Capacity Analysis in different wireless technologies and U.S. markets and abroad. She has managed teams of 5-20 engineers, monitoring project timelines and tracking deliverables. In 2015, A.P. was an RF Engineer (independent contractor) on a 10-month project for TeleWorld Solutions. She completed radio engineering evaluations for system planning and site acquisition for Cox and CableVision Wi-Fi networks. She also performed test drive analysis to monitor network performance for the top 12 Sprint markets. Prior to taking a career break, A.P. held Senior RF Engineer roles at T.W.C. International (2000-2002) and LCC International (1995-1999). A.P. is proficient in MS Office, PLANET, TEMS, MapInfo, Google Earth and knowledgeable in Microsoft Windows, Atoll, iBwave, DOS and UNIX. She has a Bachelors in Electronics and Communications Engineering from the University of Santo Tomas, Philippines.

 

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J.M. (Vienna, VA)

J.M. is a marketing, sales and business development professional with deep experience in the financial services industry and success in growing market segments. She is eager to share her executive-level expertise and add value to a growing organization but in a less demanding role. From 2014-2017, J.M worked for a nationally-known Registered Invest [...]

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J.M. is a marketing, sales and business development professional with deep experience in the financial services industry and success in growing market segments. She is eager to share her executive-level expertise and add value to a growing organization but in a less demanding role. From 2014-2017, J.M worked for a nationally-known Registered Investment Advisory (RIA) firm as VP of Business Alliances. She was hired to develop a new business line for the firm. Her work resulted in adding 5 organizational affiliates, increasing new net clients by 549, and bringing in an additional $182M in net new assets under management (AUM). Prior to this, J. M. held executive marketing, sales and business development roles for both Justice Federal Credit Union (2006-2013) and the State Department Federal Credit Union 1994-2006). There she designed/developed web and digital content, newsletters and print collateral. She also implemented and launched two technology-driven channels to generate new online accounts/deposits. She has a BS in Marketing from San Jose State University.
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K.S. (Leesburg, VA)

K.S. is a data-driven marketing strategist with over 20 years in user experience, product marketing, and analysis. She has successfully driven go-to-market strategies, value propositions and product positioning for small and large companies. Prior to owning her own marketing consulting company from 2002-2009, K.S. built pioneering internet products [...]

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K.S. is a data-driven marketing strategist with over 20 years in user experience, product marketing, and analysis. She has successfully driven go-to-market strategies, value propositions and product positioning for small and large companies. Prior to owning her own marketing consulting company from 2002-2009, K.S. built pioneering internet products and websites for MCI and Morino Institute, leading cross-functional teams through new product launches. For Oracle she became a SQL expert and then created the first synthesized data reports for C-level execs to help guide future business practices. Since 2009, she has owned an award-winning professional portrait and corporate photography studio. She is an advanced user of Photoshop and Adobe Lightroom and is proficient in HTML and WordPress. She has her MBA with Marketing concentration from Georgetown University and a Bachelors from UC Santa Barbara.

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J.C. (Bristow, VA)

J.C. is a digital technology specialist with experience in the federal government, nonprofit, and commercial sectors. He has both strategic and “hands on” design experience as well as experience managing creative teams and managing client accounts. He has additional expertise in visual and user experience (UX) design and web/mobile application [...]

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J.C. is a digital technology specialist with experience in the federal government, nonprofit, and commercial sectors. He has both strategic and “hands on” design experience as well as experience managing creative teams and managing client accounts. He has additional expertise in visual and user experience (UX) design and web/mobile application development. Since 2014, J.C. has been Partner and Design/Client Services Director for his own firm, which specializes in web and mobile technologies for entrepreneurs and non-profits. Before starting his company, J.C. spent more than 10 years building and leading teams of designers, developers, and content writers at two agencies and for an in-house group at a large government contractor. J.C. has hands-on experience in print and web design, information architecture, UX, and front-end development (HTML/CSS). He is an expert in Adobe Creative Suite, MS Office, and a number of other design, productivity and collaboration software tools. He has a Bachelors in International Business from Marymount University.

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K.M. (Bethesda, M.D)

K.M. has 14+ years of experience honing a unique skill set including tax, accounting and finance expertise specifically within the real estate industry. From 2015-2016, through Cross Country Consulting, she served as the sole tax function for a real estate asset management firm creating their tax processes and establishing their tax department. Fro [...]

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K.M. has 14+ years of experience honing a unique skill set including tax, accounting and finance expertise specifically within the real estate industry. From 2015-2016, through Cross Country Consulting, she served as the sole tax function for a real estate asset management firm creating their tax processes and establishing their tax department. From 2014-2015, K.M. served as VP of Fund Tax at The Carlyle Group, overseeing the tax function for five U.S. Real Estate funds. She worked closely with the deal teams to structure investments and exits to optimize tax benefits and ensure minimal tax leakage to investors. She also managed the process of filing over 3,500 federal and state tax returns. From 2004-2007, K.M was VP of Tax at iStar Financial (REIT), where she created from the ground up a 4-person internal tax department and worked very closely with the CEO and CFO, legal and investment teams creating tax efficient investment structures for each acquisition and disposition. She also worked for Ernst & Young LLP before and after obtaining her MBA. While there, she was promoted to Tax Senior Manager and performed transactional services for large real estate clients. She has accounting experience gained while at Vornado Realty Trust. She started her career at Arthur Andersen and has an active CPA. K.M. has an MBA from NYU Stern School of Business and a BS in Accounting from Muhlenberg College.

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