My mission is to motivate, inspire and teach others to live their "best lives" - personally and professionally - while they contribute to the world in wonderful ways. I also enjoy working part-time, 4 hours a day, out of the house doing different clerical and computer related jobs.

TAX ADVISOR LEVEL 1 2011-Present

Prepared 50 individual tax returns during the season. Marketed our brand to the local community. Helped increase repeat customer returns by creating a script to use when calling past customers, taught tax advisors, including our Tax Manager, the verbiage to sell more products. Additional skills: problem solver, customer service, involved in night-time office close down.

BUSINESS STRATEGIST1998-Present

Small to mid-size Business Owner, "C" level Executive, Branch Manager, Department Managers or Executives in B2 B industries.

• Provide a variety of strategic, tactical and operational tools, support, resources and accountability that helps clients earn more and increase productivity throughout their company. Depending on their needs and requirements, work as a coach and/or consultant for my clients.
• Firm believer in the concepts found in "The E-myth Revisited".
• Speak and teach internationally. Topics include business development, marketing, social network, and personal productivity via teleseminar, webinar or at retreat and conventions.
• Certified One Page Business Plan® Consultant. Topics are located at http://www.Actnowseminars.com/
• Authored more than 200 articles published all over the world in every printed format imaginable. Author of 8 workbooks, CDs, and a variety of assessments and worksheets. Guest contributor to magazines and former monthly columnist for the Evergreen Monthly and NW Women magazines.

NON-PROFIT MANAGEMENT 1991-1994

• Key member of management team, provided direction and leadership to outreach efforts and activities aimed at fostering the cultural, social, physical, and emotional development of the highest level at-risk youth.
• Identified service needs, developed programs, recruited clients, and promoted agency visibility in the community.
• Represented the agency in professional committees and community meetings; made numerous public presentations.
• Taught conflict resolution and anger management classes to teens and senior citizens.
• Introduced Police Officers to our mediation programs during shift changes.
• Designed promotional materials, including brochures, flyers, and newsletters.
• Streamlined office procedures and simplified record-keeping systems.
• Reorganized and maintained mailing and telephone lists.
• Coordinated agency's Speaker's Bureau. Attended Board meetings and provided administrative support.
• Planned and directed arts and recreation program for teens and young adults.

WALL STREET 1973-1990

Departments: Municipal, Corporate, and Government Bonds. Accounting, Operations Administration, Computer.

Companies: Merrill Lynch, Reynolds, Dean Witter Reynolds, Bear Stearns, Fundamental Brokers - FBI, Carroll McEntee

• Reorganized Funds Control Department and streamlined accounting procedures to achieve greater efficiency and profitability in managing a $5 billion securities portfolio.
• Developed a computerized system of checks and balances.
• Reduced overtime by 95% and then downsized staff by 10 employees.
• Redesigned forms realizing savings of $100K annually.
• Provided training to sales force.
• Managed staff of up to eight consultants responsible for recreating one year's record of securities trades, clearances, stock records, and Profit and Loss.
• Trained and provided technical consultation to computer programmers, assisted in development of a computerized bond trading system.
• Served as liaison among brokers, dealer clients, and technical staff.
• Directed the coordination of the consolidation of procedures and forms within five branch offices. Served as liaison between the branches and 30 corporate managers to facilitate communication, develop efficient procedures, and reduce costs.
• Established administrative and operational procedures for a newly created trading unit. Resolved 4-year backlog of trade problems, updated trading forms and processes.
• Hired as the first bond liaison to increase retail sales.
• Promoted the unit among the company's branch offices and significantly increased sales.
• Trained sales force and wrote instructional manual.
• Doubled and tripled sales in a new type of security sold by the retail sales force; municipal bonds.
• Redesigned forms and procedures for maximum efficiency and monetary savings.
• Organized department events, social coordinator for visiting sales force; increased business with dealers.

PROFESSIONAL BACKGROUND

1/98 - Present
Business Coach, Trainer, Consultant - Elevating Your Business

3/92 - 7/94
Program Director - Young People's Info. Services of Staten Island, Inc.

2/91 - 3/92
Youth Coordinator - Staten Island College/NY Urban League

7/88 - 9/90
Accounting & Special Projects Manager Carroll, McEntee & McGinley

9/87 - 4/88
Office Manager - Staten Island Teen Pregnancy Network, Inc.

4/86 - 9/87
Operations - Trader Liaison - F Brokerage Institutional Assoc., LP

11/85 - 4/86
Special Project Consultant - Sweeney & Associates

2/78 - 6/85
Trader, Executive & Special Project Manager - Bear, Stearns & Co.

2/75 - 2/78
Bond Clerk to Trader, Reynolds Securities (Morgan Stanley)

3/74 - 9/74
Clerk - Charmcraft Card Industries

6/73 - 2/74
Dividend Department Clerk - Merrill Lynch

1970-1971
First Business, Avon Representative

6/68 - 1973
Cashier, Shore Road Beverages, part-time

VOLUNTEER HISTORY

Major accomplishments:

• Served on Boards or in other leadership roles for the majority of volunteer positions.
• Created a beach clean-up process and then worked with six community groups and the NYC Parks Department to develop 7 successful beach/community clean-ups.
• Spearheaded a campaign that concluded with the City cleaning a parcel of undeveloped parkland, something the community had been unable to accomplish for 15 years.
• Stopped the destruction of trees and placement of rock salt on the property.
• Mentored more than 500 teen-agers.
• Became an advocate to four children, ages 10-14, who had been abandoned.

2011 - present
First Lutheran Church, various, including volunteer development

2006 - 2010
Columbia Tower Club, various committees

2002 - 2010
Washington DECA Judge, Speakers Bureau

2004 - 2009
Washington Business Week Judge

2003 - 2004
Web Master & Marketing Committee, PNW Region, ITC Region

2004 - 2006
Peak Potentials, Logistics Volunteer

2002 - 2005
Women of Wisdom, Volunteer Speaker, Consultant

2002 - 2003
Public Relations Committee - Puget Sound Communicators

2000-2003
Computer Information Systems Advisory Board at Olympic College

1999 - Present
Coachville Founding Member, R and D Team

1999 - 2003
Board Member, Computer Information Services, Olympic College

2000 - 2002
PR Chairperson - BPW and Son's of Italy, WA

2000 - 2001
PR Chairperson - Business and Professional Women Local

2001 - 2002
Tutor - Reading Rollers, Olympic Elementary School

1998 - 2003
Special Projects - Triangle South Enterprise Center, NC

1999 - 1999
Interim President - Master Gardener Program Volunteer, NC

1997 - 1999
Special Projects - Master Gardener Program Volunteer, NC

1978 - 1994
Chairperson - Friends of New Dorp Beach, NY

1990 - 1994
Zone Chairperson - National Beach Clean Up Day, NY

1988 - 1991
Beatification Fair Volunteer - Lynne Stenman Foundation, NY

1987 - 1991
Youth Committee Chairperson - NY Urban League

1988 - 1990
Organizer - Greenbelt Park Clean-up Committee, NY

1985 - 1987
Special Activity Assistant - Gateway National Park, NY

1985 - 1987
Executive Director - New Dorp Beach Youth Council, NY

1985 - 1985
Co-Director - 122nd Police Precinct Youth Council, NY

1983 - 1985
Chairperson/Parks Committee, Gateway - New Dorp Civic Association

1978 - 1978 - Created Kids Day, Brooklyn NY

1972 - 1973
President, Social Committee, Senior Year, High School

1966 - 1973
Various projects and committees in school

1965 - 1965
The youngest "Reading Teacher" (most were adults), summer program

TECHNICAL:

Most MS Programs, including MS Publisher, Excel, Word, Outlook. Hand code web sites. Geek.

SPECIAL

Lynne Stenman Community Service Award;
1986, Community Heroine Award; 1987, NYC Parks Department Certificates of Recognition
1983-1994 Community Television Producer and Certified Citizen Pruner.
Volunteer since 1965

HOBBIES:

Gardening, traveling, socializing, some arts/crafts, music (playing-listening), volunteering, brainstorming, computer (just about everything technical), taking classes, playing cards, reading.