EDUCATION

Florida International University (FIU)                                                                                                                    

Master of Arts in Religious Studies                                                                                                         April 2023

Bachelor of Accounting, minor in Business Analytics                                                                             July 2022

Bachelor of Arts in Religious Studies                                                                                                       July 2022

 

University of Miami

Master of Science of Taxation                                                                                                       December 2024

 

CERTIFICATION

Tableau Desktop Specialist

                                                                                                                                                                                                         

EXPERIENCE

Berkowitz Pollock Brant – Summer Tax Services Intern                                                          May 2022 – Present

 

Florida International University - Office of Veteran and Military Affairs (VMA)              

Administrative Assistant                                              August 2017 - Present 

•                Served 2,000 plus veteran students each semester with general inquiries about veteran benefits can receive on and off campus, veteran's activities, FAFSA, directing students to other student support service locations 

•                Maintained positive relationships with student support service departments, to facilitate services to students receiving veterans related educational entitlements  

•                Assisted with managing regulatory, information security and confidentiality compliance in accordance with federal, state, and FIU guidelines 

 

United States Securities and Exchange Commission (SEC) - Division of Enforcement  

Honors Business and Accounting Internship                                      August 2019 - December 2019 

•                Prepared, analyzed, and interpreted 5,000 plus records, and reports for violations of applicable federal securities laws

•                Analyzed filings such as Form 10-K, 10-Q, 8-K, and 6-K filing and compiled analyses using Excel

•                Utilized internal and external databases to research SEC registered companies and external auditors

 

United States Marine Corps

Communications Supervisor                                                                 July 2002 - September 2014

•                Advised the Executive Officer on all matters pertaining to accountability, readiness, and maintenance of equipment in company. Sustained strict 100% equipment accountability, records of transactions, spreadsheets of by serial number, and ensured company policies and procedures were followed 

•                Maintained accurate accountability of over $60 million in equipment including records and deficient tracking 

•                Executed in filing over 5,500 individual tax returns with an acceptance rate of 98% releasing over $9,500,000 in refunds, saving military in excess of $850,000 in income tax preparation fees  

•                Supervised with responsibility for communicating to others over equipment for company of over 200 subordinates 

 

VOLUNTEERING/COMMUNITY SERVICE/EXTRACURRICULAR ACTIVITIES

Warrior-Scholar Project - Alumni Ambassador                                                                                                               August 2020 – Present

The Mission Continues                                                                                                                                                     August 2017 - Present

Wounded Warrior Project                                                                                                                                                 August 2014 - Present

Beta Alpha Phi International Honors Society - President-Elect                                                                                 December 2020 – April 2021 

Student Veterans of America (SVA) FIU Chapter – President (2019), Treasurer (2018)                                                 August 2018 – April 2020 

Volunteer Income Tax Assistant - Assistant Records Manager/Tax Preparer                                                             November 2009 - May 2010 

LEADERSHIP AND HONORS

Dean’s List: Summer 2018, Spring 2019, Spring 2020, Fall 2020, and Summer 2021

Scholarships: Miami Herbert Business School, Sentinels of Freedom, and Johnson Scholarship 

Nominations: National Student Veteran of the Year, FIU MLK Peace Award, FIU Student Leader of the Year, and FIU Outstanding Executive Board Member 

Leadership: President-Elect - Beta Alpha Phi, President - SVA FIU Chapter, Treasurer - SVA FIU, Constituent and Community Relations Chair - VMA, and Community Outreach Committee Member - SVA FIU 

Leadership Award: VMA and International Business Study Abroad - Morocco and France  

Honors Societies Memberships: Beta Alpha Phi International Honor Society, Golden Key International Honor Society, Sigma Alpha Phi National Honor Society, Theta Alpha Kappa National Honor Society, SALUTE Veterans National Honor Society, and the National Society of Leadership and Success

Memberships: American Institute of CPAs, Florida Institute of CPAs, Association of Information Systems, SVA, Semper Fi Society, and Toastmasters 

 

 

Awards

• Navy and Marine Corps Achievement Medal

• Marine Corps Good Conduct Medal

• Iraq Campaign Medal

• Global War on Terrorism Service Medal

• Navy Meritorious Unit Commendation

• Navy Unit Commendation

• Letters of Appreciation

 

 

Recognition

Department of the Treasury, IRS, Stakeholder Partnership, Education and Communication (SPEC)- for outstanding public service contributed to your community through the SPEC, VITA, and TCE Programs.