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.

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.

D.M.(Silver Spring, MD) is an administrative and customer service professional with 10+ years of experience, working at U.S. Embassies. Before immigrating to the US, she spent her entire career working as an Admin Assistant at a US Diplomatic Representation Office in West Africa where she was promoted two times. She worked with multicultural teams in an environment that demanded discretion, confidentiality, and the swift prioritization of needs. In this role, she provided both executive support and customer service; managed busy calendars; handled confidential information; submitted expense requests; maintained paper and electronic files; translated and edited documents; managed travel requests; and actied as a liaison to various interal departments and external contacts. She is proficient in Office 365 and has an Associate degree in English from the National University of Benin, coupled with a Higher Diploma in Administrative and Commercial Studies from the Alliance of Française of Accra, Ghana.

L.B. is a second-career professional looking to transition into a community outreach, marketing or administrative role in a mission-focused organization. She brings 30 + years of experience in public relations, community outreach, event-planning, marketing and legislative affairs. She has advanced the programs and policies of senior elected officials, both at the local and Congressional level. From 2008-2020, she worked for 4 different elected officials. During the past 4 years she worked to resolve constituent concerns in the field of human services, which included Covid-19, aging in place, suicide prevention, and senior tax relief. Her past experience includes marketing, franchising and human resources for a chain of children’s hair salons; director of a local Chamber of Commerce; Director of Legislative Affairs for an international economic think tank; and serving as a subcommittee staffer of the House Foreign Affairs Committee. L.B. is also a notary.

L.S. has 20+ years of marketing and media experience with expertise in the development and execution of integrated, multi-channel advertising campaigns. She is currently working through her LLC providing media consulting and planning services for clients. From 2017-2020, L.S. worked for one of the largest consulting firms in the country leading the media efforts for clients within the energy and public health sectors. Prior to that, she worked at several top advertising agencies spearheading their media departments bringing a data-driven approach to target identification, channel recommendations and results analysis. With 15+ years of digital experience, L.S. has a keen understanding of digital, including social platforms, optimization parameters and Google Analytics. Her client roster spans from healthcare to retail to associations including both consumer and B2B. She has a Bachelors in Business Administration from Franklin and Marshall College.

J.M. has 20+ years of experience managing accounting and tax matters for non-profit associations and small businesses. Working for small companies, she has a history of taking on a wide variety of responsibilities, from bookkeeping and financial analysis to web administration and customer support. She is currently the Accountant/Web Admin for the 400-member Fair Oaks Recreation Association, where she manages membership revenue, AR, invoices, reconciliations, and tax filings. She also manages the back-offce of her family-owned cybersecurity/government contracting company, which she helped build from the ground up.  Prior to this, J.M. served as COO of a real estate development company owned by another family member. She started her career in marketing, working for a global consulting firm. J.M. is proficient in QuickBooks, Google Suite, WordPress and MS Office Suite. She also has some payroll experience as well as experience with online customer management and payment portals. She has a Master of Arts from Georgetown University and a Bachelors from University of Virginia.