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M.W (Abington, MA)

CPA with 13+ years of diverse business experience within public accounting, taxation and human resources. She is currently a manager at a tax consulting firm, providing tax strategy, corporate tax provision and tax compliance services to public and pre-IPO organizations. She currently acts as an outsourced tax department for clients from early stag [...]

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CPA with 13+ years of diverse business experience within public accounting, taxation and human resources. She is currently a manager at a tax consulting firm, providing tax strategy, corporate tax provision and tax compliance services to public and pre-IPO organizations. She currently acts as an outsourced tax department for clients from early stage life sciences organizations, to mature, multi-national public companies and has assisted with two IPOs, dozens of mergers and tax strategy reorganizations. She began her career in public accounting working with owner-managed businesses on both accounting and tax matters. She was recruited by a former manager to the finance department at a publicly traded commercial bank. As a member of the financial reporting team, she handled stock compensation, corporate taxes and led a number of projects including two New Markets Tax Credits applications, Low Income Housing Credit ventures, acquisitions and a technology implementation. After two years and a Shining Star Award, she was promoted to Vice President of Human Resources, overseeing HR operations. In addition to managing payroll, benefits and compensation with a 9-person team, M.W. implemented a company-wide technology solution for 1,200+ employees on time and on budget with an aggressive implementation schedule. She was also a member of the mergers and acquisitions team which reviewed potential targets, managed due diligence and transitioned the target organization when acquired. M.W. is proficient in Microsoft office, GoSystems, Horizon and Oracle HCM and has experience with Quickbooks. M.W. has a Masters in Accounting with a Tax Certificate as well as a Bachelors in Accounting from Bentley University and is a CPA in Massachusetts.

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L.W. (Silver Spring, MD)

L.W. is a project manager and operations professional with 17+ years of experience managing projects in association, corporate, and government environments. Combining solid budgeting, planning, organizing, and scheduling experience with strong customer service skills, she has amassed a diverse technical and non-technical project portfolio. From 201 [...]

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L.W. is a project manager and operations professional with 17+ years of experience managing projects in association, corporate, and government environments. Combining solid budgeting, planning, organizing, and scheduling experience with strong customer service skills, she has amassed a diverse technical and non-technical project portfolio. From 2014-2017, L.W. served as Manager of Clinical Affairs for a national healthcare association, where she led multiple task forces through clinical practice guideline development and publication. Her efforts resulted in the publication of eight guidelines in a major medical journal within a two-year period of each guideline’s initiation. Additionally, she led four cross-functional teams in the development and implementation of a point-of-care decision tool mobile app, deploying the app within six months of project start. From 2003-2012 at Otsuka America Pharmaceutical, L.W. managed multiple, diverse IT projects, including grant management, aggregate spend, and three customer relationship management systems. She received three promotions, numerous acknowledgements for collaboration and leadership, and the President’s Award for High Performance.  L.W. has a Mass Communication degree from Towson University and has completed Information Technology training from USDA’s Graduate School.

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J.W. (Annapolis, MD)

J.W. has 20+ years as an Event and Meeting Planner, organizing all aspects of meetings and events of various scope and size. Since 2015, she has served as an Event Consultant for a long-standing nonprofit client, managing logistics of their annual gala for 450 guests.  From 2007-2013, she co-owned JMA Consulting LLC, a full-service conference and [...]

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J.W. has 20+ years as an Event and Meeting Planner, organizing all aspects of meetings and events of various scope and size. Since 2015, she has served as an Event Consultant for a long-standing nonprofit client, managing logistics of their annual gala for 450 guests.  From 2007-2013, she co-owned JMA Consulting LLC, a full-service conference and event management company that planned 75+ events for association, education and government clients. She managed site selection, contracts, attendee registration, speaker and VIP management, transportation, travel, audio-visual, signage, food and beverage, onsite lead and post event follow-up.  She has planned events from intimate Board meetings to conferences attended by 1,000 people.  Prior to owning her own business, she climbed the rankings of the event planning department at the Institute for Law and Justice.  She is proficient in MS Office Suite and event management software.  She has a BA from Elon University, an Event Management Certificate from George Washington University, and is a former Certified Meeting Planner.

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D.K. (Brookville, MD)

D.K. has 20+ years of experience in marketing, inside sales, and client success at Bloomberg BNA, where she most recently served as Customer Success Manager and Product & Client Services Manager. She is currently an Independent Marketing Consultant. Throughout her career she has leveraged her sales, marketing, and communications skills to drive [...]

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D.K. has 20+ years of experience in marketing, inside sales, and client success at Bloomberg BNA, where she most recently served as Customer Success Manager and Product & Client Services Manager. She is currently an Independent Marketing Consultant. Throughout her career she has leveraged her sales, marketing, and communications skills to drive revenue growth and improve client engagement and retention. Her experience includes sales, training, account management, communications, and marketing strategy. Her most recent consulting engagement involved development and execution of a marketing plan that included web content development, digital marketing, and trade show management that resulted in new business as well as increased brand awareness. She specializes in developing strategic marketing and customer support solutions that deliver results. She has a BS in Marketing from University of Maryland, College Park, MD.

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E.M. (Annandale, VA)

E.M. is a financial services professional with 10+ years of operations, financial analysis, and client service experience. For the past six years, E.M. has served as the first point of contact for all clients of the highest producing broker of a financial services firm. She manages the day-to-day operations of the firm’s local office; coordinate [...]

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E.M. is a financial services professional with 10+ years of operations, financial analysis, and client service experience. For the past six years, E.M. has served as the first point of contact for all clients of the highest producing broker of a financial services firm. She manages the day-to-day operations of the firm’s local office; coordinates client meetings; manages the investment process for clients from due diligence to final sale; oversees client retention and existing portfolio management; analyzes and reports information on all active holdings to investors; and maintains the CRM database. From 2010-2012 E.M. supported and generated new business for the top-producing Regional VP at Steben & Company. From 2007-2010, she supported two External Wholesalers in managing and growing a large client base in New York and the Northeast. In both positions, she was responsible for maintaining the entire client database, onboarding new clients, generating new prospects, and client retention. She has a Bachelors from Widener University and active Series 7 and 63 licenses.

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R.I. (Washington, DC)

R.I. has 12+ years of experience in Controller-level finance and accounting roles at large multi-national corporations, including Ernst & Young, Royal Dutch Shell, and Vodafone. He specializes in financial reporting (US GAAP/IFRS) and financial planning and analysis. Presently, he is Controller and FP&A Head for a $130M global manufacturing [...]

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R.I. has 12+ years of experience in Controller-level finance and accounting roles at large multi-national corporations, including Ernst & Young, Royal Dutch Shell, and Vodafone. He specializes in financial reporting (US GAAP/IFRS) and financial planning and analysis. Presently, he is Controller and FP&A Head for a $130M global manufacturing company. From 2012-2016, he led the financial reporting and budgeting process for a $700M division of Sutherland Global, a $1B information technology services company. He was also simultaneously responsible for corporate reporting and preparing specific deliverables for Board and Investor meetings. Between 2011-2013, he prepared financial statements and budgets for two telecom ‘circles’ (~$500M revenue) at Vodafone and later helped transition these responsibilities to a newly established Shared Service Centre. He also helped transition the financial reporting and auditing process from UK to India at Royal Dutch Shell. From 2008-2010, he worked at Ernst & Young in many due diligence and advisory assignments for diverse industries. He started his career with a mid-sized auditing firm in India, where he performed statutory audits and limited reviews of listed companies.

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A.L. (Arlington, VA)

A.L. has 15+ years of experience providing executive-level support in the areas of customer service and membership management. From 2010-2018, she served as Quality Assurance Director at a prominent healthcare research, consulting and technology company. She supported the CEO by managing 400+ peer-to-peer executive relationship conversations annual [...]

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A.L. has 15+ years of experience providing executive-level support in the areas of customer service and membership management. From 2010-2018, she served as Quality Assurance Director at a prominent healthcare research, consulting and technology company. She supported the CEO by managing 400+ peer-to-peer executive relationship conversations annually for the purposes of improving member experience, supporting overall member retention, and driving organizational product development. From 2002-2009 A.L. handled all contract negotiations at The Advisory Board Company, from intake to successful contract execution, as well as company-wide HIPAA compliance. She developed and delivered the company’s first-ever HIPAA training program for both new and existing employees. She is fluent in French and has held several positions that capitalized on her French language fluency, most notably in the Embassy Banking Division of Riggs Bank. She holds an MA from American University and a BA from Middlebury College.

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K.M. (Ashburn, VA)

K.M. has 15+ years of experience in the digital communications fields, working as a graphic designer, web designer, and writer. Most of this experience was with the National Institutes of Health (NIH). She has served as a contractor at SAIC and Perot Systems and as a federal employee at NIH’s National Institute of Allergy and Infectious Diseases. [...]

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K.M. has 15+ years of experience in the digital communications fields, working as a graphic designer, web designer, and writer. Most of this experience was with the National Institutes of Health (NIH). She has served as a contractor at SAIC and Perot Systems and as a federal employee at NIH’s National Institute of Allergy and Infectious Diseases. She has worked on both small and large-scale web design projects, where she has served in a variety of roles across multifunctional teams. She has worked on all aspects of the web design process from beginning to end. Her work won First Place for the Best Large Agency Web Site in the National Capital Area. She is proficient in Adobe Creative Suite and SharePoint. She has a B.A. in English with Professional Writing and a M.A. in Integrated Design from the University of Baltimore.

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K.M. (Arlington, VA)

K.M. is a C-suite level corporate communications and media relations professional. He specializes in serving as a corporate spokesperson, media training, issues management, corporate crisis management, speech writing, senior executive employee and public communications (i.e., op-eds, official statements, executive “for signature” writing needs [...]

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K.M. is a C-suite level corporate communications and media relations professional. He specializes in serving as a corporate spokesperson, media training, issues management, corporate crisis management, speech writing, senior executive employee and public communications (i.e., op-eds, official statements, executive “for signature” writing needs and more), government relations communications, and management/board communications. Since 2006, he has been an independent communications consultant directing media relations and marketing for association, nonprofit, law firm, and small business clients. From 2001-2006, he served as Director of Corporate Communications & Senior Writer at The United Illuminating Company. Prior to this, he was Manager of Public Relations, Media & Employee Communications for Verizon Wireless, NYC Metro Region and held several communications management roles at Southern New England Telecommunications (now AT&T). K.M. is professionally media trained and holds a BA from Georgetown University.

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M.C. (Reston, VA)

M.C. is a finance and accounting professional with 30+ years of experience working for large IT companies and, more recently, small businesses.  Since 2012, he has worked for a family-owned HVAC company where he is responsible for revenue reporting; analyzing and generating commissions, bonuses, and incentives; and managing vendor relations includ [...]

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M.C. is a finance and accounting professional with 30+ years of experience working for large IT companies and, more recently, small businesses.  Since 2012, he has worked for a family-owned HVAC company where he is responsible for revenue reporting; analyzing and generating commissions, bonuses, and incentives; and managing vendor relations including accounts payable and incentive rebates. From 2010-2012 he served as Operations Manager at Symantec. From 2000-2010 he was a Financial Analyst and Operations Manager with Sun Microsystems and Oracle. He began his career at UNISYS where he was responsible for billing and accounts receivables and was promoted to Assets Manager. MC has a BA in Business Administration from Averett University.

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