Kutztown University of Pennsylvania                                    Kutztown, PA

Bachelor of Science in Business Administration                                                                                           December 2013

       B.S.B.A. Major: Finance & Investments  Minor: Economics

Cumulative GPA: 3.89

      Graduated Summa Cum Laude

   Alumni Spotlight Award and Recognition for The School of Business, 2015            

WORK & RELATED EXPERIENCE

Centerra Group, LLC (formerly Wackenhut Services, Inc.)                                               Palm Beach Gardens, FL

Proposal Manager/Technical Writer                                                     November 2015 - Present

·   Oversees all proposal activities, including directing proposal personnel, managing proposal schedules and deadlines, developing proposal outlines and compliance matrix, and monitoring the progress of the proposal.

·   Participate in the development and review of proposal strategies and themes.

·   Direct the creation and review of a proposal outline that will be used as a key document design and control medium.

·   Assist in analyzing the RFP/bid requirements against the proposal outline to ensure both compliance and responsiveness to the customer’s issues and needs

·   Build the proposal compliance matrix and track the fulfillment of all requirements.

·   Review completed storyboards and proposal sections to ensure requirements are adequately addressed and that customer page limits are not exceeded.

·   Conduct regular proposal progress status meetings and maintain the proposal schedule.

·   Develop a Pink Team (storyboard review) plan for the interim review and internal evaluation of the technical, management, and overall proposal approaches.

·   Direct writing/editing/rewriting efforts, as needed.

·   Work with the Volume Leaders to ensure inter-volume compatibility is achieved.

·   Develop a Red Team plan for the final review and internal evaluation of the proposal.

·   Ensure that appropriate Red Team comments are incorporated into the final proposal.

·   Direct the Proposal Coordinator in all proposal development and production activities.

·   Other reasonable and normal duties associated with the Proposal Manager position, as directed by the Business Development/Capture Manager/Proposal Center Manager.

The Hana Group                                                                                        Wayne, PA

Capture Center, Analyst                                                                           December 2013- October 2015

·   Prepared timely, accurate, and compliant pricing and technical proposals in response to Federal Government contract opportunities with particular focus in the Security, Professional Services, and Facilities Management industries.

·   Analyzed Pre and Post-RFPs and presented strategies, win themes, value-added subject matter, and compliance issues with upper management and Capture team.

·   Organized material to complete writing assignments according to set standards, scope, specs., and deliverables to set standards regarding order, clarity, conciseness, style, and terminology.

·   Edited and standardized material prepared by others.

·   Prepared, produced, and sent responses to Government questions, Evaluation Notices, and Final Proposal Revisions as well as finished pricing and technical proposals.

·   Worked in coordination with staffing departments nationwide including Accounting & Finance, Purchasing, Human Resources, and Operations to ensure accuracy and coordination of proposal data.

·   Built and maintained relationships with contracting shops, customers, Project Managers, and employees.

·   Participated and presented in all reviews of the proposal process from the beginning stages to proposal completion.

·   Member of the transition team – Secretary for all Post Award Meetings and Debriefs with primary responsibility of compliance and minute recording. Assisted HR in rolling over new employees upon contract award and managed with contract deliverables.

·   Interviewed Subject Matter Experts to become familiar with operations, equipment, and personnel.

·   Maintained records and files of all work, revisions, and version control.

·   Microsoft office expert, primarily Excel, Office, and Word.

Applied Investment Management (A.I.M.)                                                                                    Kutztown, PA

Analyst / Secretary / Student Mentor                  Spring 2013- Current (Currently serving as a Mentor)

·   One of ten students selected from The School of Business to invest $350,000 of Kutztown University’s endowment in equity and bond markets in the Applied Investment Committee.

·   Completed and presented security research and investment suggestions with a particular focus in undervalued securities with an economic moat and strong pipeline.

·   Prepared in-house valuation models and Semi-Annual reports to present to the Kutztown Foundation, stakeholders, and guests. Reports included Economic Outlook, Market Trends, Changes to Portfolio, and Portfolio Performance compared to the benchmark, the market, and Kutztown’s other investments.

·   Actively managed the portfolio and reported to the Committee observations, forecasts, and performance records.

·   Secretary of the Committee – responsible for recording minutes, coordinating Semi-Annual reports, presentations, and archiving all documents.

Delaware Valley Rose LP / Applebee’s                                                                                   Allentown, PA

Certified Trainer / Bartender / Server / Hostess                                   March 2010 – December 2013

·   Provided exemplary service in a high stress, fast paced environment.                                        

·   “Neighborhood Expert” – Lead Trainer, supplied new team members with instruction and guidance.

·   Key position – able to open and close the restaurant and perform other managerial duties.

·   Offered friendly and timely customer service to ensure all guests left happy.

Weis Markets                                                                                                            Emmaus, PA

Front End Supervisor / Pharmacy Technician                                                                                         August 2008 – January 2010

·   Audit cash registers of all staff, lottery, & store safe.                                       

·   Supervised an average of 15 cashiers to ensure protocol, standard operating procedures, and proper money handling.

·   Prepared prescription and prescription refills for customers and answered questions about prescription medicine.

Emmaus Aquatic Club                                                                                Emmaus, PA

Certified Lifeguard / Swim Instructor / Diving Coach                                             June 2006 – August 2008

·   Maintained a safe, clean environment for swimmers.

·   Performed first aid and assistance to swimmers when necessary.                                        

·   Taught ages 4-15 basic swimming skills & intermediate diving skills.
 

VOLUNTEER ACTIVITIES

Alex’s Lemonade Stand                                                                                                            Allentown, PA
Participant                                    March 2010 – Current

·   Promote the education of childhood cancer to others.

·   Raise money & awareness for childhood cancer by hosting lemonade stands, selling t-shirts, and baked goods.

REFERENCES

Dr. John Walker, PhD, CFA

610-395-5004

Dr. Susan Sun, PhD, CFP

215-872-4039

Mrs. Gail Rolls, Professional Reference

610-965-0559