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Job Duties:
Record and reconcile balance sheet and liability accounts, including
cash and investments. Reconcile income statement accounts,
including life and annuity premium as well as record and prepare
investment income and disbursement activity. Prepare annual
and quarterly statements. In charge of direct deposits
and withdrawal activity. Oversee 1099 reporting requirements.
Also payroll entry, 401(k) program and local tax payments.
Other administrative activities as requested.
Educational Degrees/Licenses:
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Bachelor of Science Degree in Accounting from Robert Morris College
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Resident Fraternal Agent License
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Interests/Hobbies:
My interests and hobbies include: Presently my 5 year old
son, Luke, takes up most of my interests as well as my free
time. However I do love to golf, ride bikes, walk, swim,
garden, read, listen to music, play the guitar, sew, paint,
take pictures, cook, etc. I'm very busy.
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