Finance professional with 15+ years of accounting and financial analysis experience for both small and large companies.  From 1990-2008, she co-owned North Star Rental (Uniform and Linen service) and oversaw all financial, administration (including payroll, G/L, A/R, A/P, and software interfaces) and worked with the outside CPA for tax matters. She managed the company’s 3-person accounting department during a time of significant growth.  Prior to working in a small company, she was an Accounting Manager for 3 years in a corporate environment where she was responsible for monthly general ledger close, bank, balance sheet, and credit card account reconciliations.  From 1982 through 1996, she was a Financial Analyst working at the corporate level consolidating yearly budget and monthly forecast projections. At the divisional level, her responsibilities included analyzing results, special projects and creating budgets for management. She started her career in the Financial Management Program at Ingersoll-Rand and graduated from the University of Connecticut with a B.S. in Accounting.

Administrative and Business Operations professional with strong communication, sales, and customer service skills. Currently work as an Office Manager at a non-profit accredited school providing support to the Program Director and the daily needs of the office by assisting in registration, marketing, maintaining and updating confidential records and front office support for the entire school. From 4/2011 to 10/2011 (on a contract basis) her experience included working at a Fortune 500 medical device company where she organized and coordinated sales training programs. This included working directly with vendors to manage all event details such as catering, AV, floor plans, speakers and attendees. Prior to this, she worked at Fortune 500 telecommunications companies which included sales and supporting reseller partners. Other responsibilities involved extensive customer service, database management, contract management, and overall sales operations support. Computer skills include MS Office Applications (Word, PowerPoint, Excel, Publisher, and Outlook) Google Applications, Dropbox, ACE, Siebel, and Oracle. R.B. holds a BS in Business Administration, with an MIS Concentration from Northeastern University.

HR and operations professional with 20+years of management and financial experience for small companies. From 2014-present, she has managed the day to day payroll including researching and resolving issues and all aspects of the on/off-boarding of employees. Prior to working in HR she coordinated all external audits and conducted all aspects of internal audits. From 2004-2013 she worked for a small Boston credit union where she was the point person for the bank employees including lending, was a liaison between the clients and various city departments and was influential in product training. She was the point person for all new accounts. She is proficient in Excel/Microsoft Office and Google Suite. She has a BS business Management from New England College of Business and Finance.

Administrative and health professional with 15+ years’ experience in hospital and long term care facilities as a clinical dietitian succeeding in fast-paced, customer service environments. In her most recent positions, she provided both outpatient nutrition services as well as cancer center nutrition consults. She provided medical nutrition therapy for various disease states to clients of all ages. This required advanced listening skills to help assess the level of readiness of her clients. Her work also required she be detailed oriented in order to compile clients’ medical and lifestyle history into care plans and customized diets.  Her responsibilities also included publishing nutrition newsletters and representing the department at health fairs.  She has also counseled home care patients and their families over the 15 years. She’s proficient in the electronic health records, EPIC, Meditech and researching over the internet.  She has a MS in Food and Nutrition from Framingham State University and BS in Business Administration, concentration Information Systems from the University of Massachusetts Lowell.

15 years of experience in marketing and communications across startups, professional services, government, higher education, media/entertainment, and nonprofits. Since 2009, her work focused on the sustainable energy area, including her recent role at a trade association from 2015 to 2018, which involved operations and customer service. She helped to improve processes for its CRM and marketing automation platform and developed user references for several tools. In her roles at a SaaS startup and an energy consulting firm from 2010 to 2014, she outlined and implemented inbound marketing techniques to optimize their websites and blogs as well as enhance lead generation. Prior to those, she took on the project of reorganizing, rewriting, and editing 135+ web pages for the Department of Energy Resources on Mass.gov., leveraging her strength in shaping effective user experiences. From 2002 to 2009, M.M. worked at an invention and innovation program at the Massachusetts Institute of Technology, where she was promoted from Communications Coordinator to Communications Officer. From 1999 to 2002, she advanced from the Promotions Assistant to the Promotions Coordinator/Web Master at 100.7 WZLX-FM, a CBS radio station. M.M. is proficient in Salesforce and HubSpot. She has an MBA from Simmons School of Management and a BS in Communication from Boston University.

Experienced and successful Development Officer recognized for consistently delivering high caliber programs and results through her 20-year career with a national financial services firm. E.D. spent her first ten years in roles focused on recruiting, office operations and client services.  In the second half of her career, she successfully led the development department and financial advisers to award-winning industry growth & production. Skilled at coaching/training, leadership and business growth, E.D. specializes in building and implementing policy & procedure, office efficiencies, diversity and inclusion, and project management. She is currently an independent consultant providing environmental sustainability project implementation for local government. She is a tech-savvy natural analyst with advanced experience in QuickBooks, CRM and Microsoft Office. E.D. has a BS in Finance and Computer Information Systems from Bentley University and is a Chartered Leadership Fellow (CLF®) through The American College.

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.

Finance and Engineering professional with 4 years experience as a Financial Advisor (fiduciary) preparing financial plans and portfolios, 9 years in start-up companies (co-founding one) managing  design, proposal writing and all administrative functions (payroll, bookkeeping, purchasing, billing, contract management). More than 20 years in major military-industrial companies: with Raytheon managed development of the engineering test and development plan, directed the writing of radar system report for the PATRIOT missile, and performed technology marketing; with Vitro Labs managed a 5-person team analyzing Apollo Ships instrumentation data; and as a Manager with Boeing worked in program management on a US Air Force/Saudi Arabian customer program. J.W. has a BSEE from the Virginia Military Institute and holds a Uniform Investment Advisor Series 65 License.  He served in the U.S. Air Force, as 1st Lieutenant, Ground Electronics Officer, and U.S. Air Defense System and long-range radar for the FAA.

M.L.’s broad professional accounting expertise is centered on business process design, analysis and implementation in order to achieve world-class performance in accounting. From 2010 to 2016 M.L. performed benchmark studies that helped organizations improve finance efficiency and effectiveness by 20% or greater through improvement recommendations including implementing policies and procedures, selecting and implementing accounting systems and through training and staff development. In public accounting from 2004 to 2010 M.L. led consulting teams, conducted ERP and best of breed point solution system selections, implemented ERP technologies and implemented best practices across all accounting and finance organizations and operational functions. From 1983 to 2004 M.L. was an accountant and manager for two high technology manufacturing companies performing cost and general accounting functions and was promoted to leadership roles in general accounting and cost/profit margin accounting. M.L. participated on the Malcolm Baldridge Quality Award team which recognized high performing organizations. In public accounting M.L. audited start-up high-technology and life sciences manufacturing firms and earned a CPA license in the state of Massachusetts. M.L. has a strong knowledge of many accounting systems and desktop productivity tools and is currently utilizing QuickBooks to support small business service organizations. M.L. earned a BSBA in Accounting and in Management at Northeastern University.