Customer Service and Account Management professional with experience in software engineering, project management, and technical infrastructure. N.M. has held roles in which she has contributed to the growth of the client base growth and technical success of the companies for which she worked. For the past 5 years, N.M. has worked at a small Financial Management firm, being promoted to her current role of Client Service Specialist responsible for all aspects of client interaction and  onboarding, financial advisors’ schedule management, and monitoring and maintenance of both  the firm’s Salesforce CRMs. Prior to the promotion, N.M. worked as an Administrative and  Technical Assistant where she helped the growing firm identify and establish a new Sales CRM and website, hire additional employees, and support an increasing customer base. From 2011- 2014, N.M. worked as the Director of Information and Administrative Services at the firm’s sister company in the publishing industry. In this role, N.M. performed a variety of duties ranging from coordinating the activities of technical/compliance professionals, performing electronic and manual quality assurance checks  and office administrative duties. She began her career as a Software Developer. She has a Bachelor’s from Clarkson University in Electrical and Computer Engineering.

H.B. is an administrative/project coordination professional with seven years of association experience. Her prior roles spanned association membership, stakeholder engagement, communications, and program management. In her most recent role, she managed member relations and continuing education for a 5,000+ member association of healthcare professionals. She has developed marketing strategies, increased association membership, managed committees, managed cooperative agreements and administered surveys and other data collection efforts. She also managed vendor deliverables and contracts. Since taking a career break, she served as a Board Member for a local non-profit where she was on the hiring panel for the executive director, managed fundraising efforts and participated in strategic planning for the organization. She earned her M.S. in Applied Information Technology from Towson University and her B.S. in Community Health from University of Maryland, College Park.

B.E.D is a Project Manager/SCRUM Master with prior experience in internal audit and compliance monitoring. She is seeking to transition more fully into project management and cyber security, and brings compliance and process improvement experience as well as training and mentoring expertise. She has managed and led projects that created compliance policies and prepared agencies for federal government audit readiness. She has created monitoring checklists for grants and is an experienced Scrum Master working with product owners to assist them in backlog grooming. She has led scrum ceremonies and engaged teams in agile methodology training. Prior work experience includes Compliance & Finance Director at Chik Fil A, Senior Compliance Auditor at Maryland Energy Administration, Internal Auditor at Legg Mason, and Staff Auditor at Deloitte & Touche. She is proficient in Jira,Confluence,Trello, Quickbooks, Sales Force, SharePoint and Microsoft Office tools. B.E.D. has a BBA in Accounting from Howard University and an MS in Project Management from the George Washington University.

V.B. is a finance professional with recent bookkeeping experience and prior experience in contracts administration and project management. Since 2006, she has worked part time for INREX, LLC as an office manager, handling bookkeeping, billing, and administrative tasks. From 2000-2002, she was a Management Analyst at Bearing point, preparing the financials for RFPs, managing contracts and contractors, as well as processing contract closeouts for USAID and the Asian Development Bank.  As Finance and Credit Support Specialist at the Baltic American Enterprise Fund from 1997-2000, she managed loan and investment contracts and performed bookkeeping, bank reconciliations, and non payroll expenses.  She also developed the computer interface for an in-house mortgage application.  She has a Bachelors degree from Virginia Tech and has taken additional coursework in accounting at the American Institute of Bankers and George Washington University.

S.W. is a  solution-focused business analyst with 20+ years of experience working across finance and IT functions. From 2002-2020, S.W. worked as a Technical Support Specialist and Business Systems Analyst within the Finance Organization of a renowned research university in Washington, D.C.  He has developed an expert knowledge of the ecosystem of one of the most widely installed Student Information Systems and an advanced understanding of many Windows and Mac O.S. desktop applications.  S.W. has spent years honing his business process analysis and improvement expertise, project management methodologies proficiencies, public speaking and customer relations skills, and technical operations intelligence.  S.W. coordinated small to midsize projects consisting of cross-functional teams, and served as functional/technical lead on projects integrating services, resulting in savings of more than $1M within the first year of implementation.  He also managed a multimillion-dollar student receivables billing process.

M.B. is a seasoned public relations and marketing communications professional, with a specialization in financial policy issues. From 2014 -2020, he was a high-performing member of the Media Relations department of AARP, where he was involved in more than 200 positive news media placements annually. His work was instrumental in the successful launch of AARP economic security initiatives in the areas of: savings and investing, retirement planning, employment and re-careering, consumer fraud education, Social Security claiming strategies, mortgages, and taxation. M.B. previously held positions in the financial services industry, serving as Director of Public Relations and a member of the Marketing/Communications departments at Folio Investing and Edelman Financial Services. He is an accomplished writer and editor, and is proficient at cross-channel marketing that leverages earned and paid media, content development and social media. M.B. holds a Bachelor’s degree in journalism from Penn State University.

M.K. is a high-level IT project manager with expettise managing complex business and technical projects across various industries for both publicly traded companies and nonprofit organizations. She speaks geek and executive, bridging communication gaps between business leaders and technical teams. She is experienced turning groups of people into high performing teams, successfully delivering solutions to improve effectiveness and create value. Her expert technical experience is in application development, finance systems, human capital management systems and databases. She is a certified Agile Transformation Coach and has a B.S. in Mathematics from Yale University and an MBA from Northwestern University’s Kellogg School of Management.

A.W. (Alexandria, VA) is an experienced business development and marketing professional with expertise in proposal development, presentation, project management and event planning. Over the past 20+ years, A.W. has overseen marketing and business development for Wunderman and Wunderman World Health, managed the national ad sales marketing team for Discovery Communications, Inc., and served as the Executive Director of the local cable television cooperative which handled all regional (DMV and Baltimore) marketing and advertising for national cable networks and operators. Throughout her career, she has managed project teams that included junior staff, managers, and global executives. A.W. began her career at Hill and Knowlton, working on the global healthcare team. She is proficient in MS Office Suite. A.W. has a Bachelor’s from LeMoyne College in Marketing and Communications.

A.T. is a B2B communications and marketing professional with 20+ years of experience in a variety of industries. Specializing in marketing programs, business writing and public relations, A.T. combines analysis and research with creativity to develop powerful marketing. Over the last 13 years, A.T. has run her own marketing firm, providing everything from marketing plans to messaging to integrated campaign design. Her most recent contract included four years with an aerospace and defense company where she successfully pitched trade publications, assisted with rebranding and developed sales tools such as collateral, case studies and blog posts.  A.T. currently works with an area nonprofit, where she has secured numerous TV interviews and print articles and arranged high-profile meetings and events, the latest generating $40k in fundraising. Prior to establishing her own business, A.T. worked for a large software company, first in their U.S. office and then in the U.K. where she became the country marketing manager.  A.T. is proficient in MS Word, Excel and PowerPoint and familiar with Salesforce. She as a Bachelors in International Affairs from James Madison University.

E.L. is a seasoned administrative and communications professional with strong project management and event planning experience spanning over 18 years. E.L. currently works as a Communications Specialist at a mid-sized church, managing their e-marketing, website, social media content, and livestream broadcasts. From 2013-2016, she worked as a Speaker Consultant for a national speakers bureau. She coordinated speaking engagement itineraries including travel and expenses for motivational speakers, business executives, and celebrities. From 1998-2006, E.L. worked at a national financial trade association in Washington, DC where she spent 5 years working in public relations.  She devised media relations strategy, wrote press releases and communications materials, coordinated press briefings, and acted as spokesperson on issues such as bank fraud, security and financial crime, small business lending, financial education, and bank employment trends. For the same trade association, she also worked for 3 years as a Facilities Project Manager and Space Planner. In that position, she was responsible for interdepartmental construction projects and office interior design, developed emergency preparedness plans and staff training, and controlled the facilities budgets and expenses. She has a Bachelors in Communications from Old Dominion University.