RESUME OF

ALLYSON SHIELDS, CPA

8201 16th Street #616
Silver Spring, MD 20910
Cell Phone: 202-431-1310
E-Mail: asa8cdc2@westpost.net
EDUCATION:
Keller Graduate School of Management
MBA-(Accounting and Financial Management)
Howard University, Washington D.C.
Bachelor of Arts
UCLA, Los Angeles, CA
Anderson Graduate School of Management
U.C. Berkeley, Berkeley, CA
Project Management
SECURITIES & BROKERAGE LICENSES
Series 7, Series 63, Series 24, Series 27
Legal and Compliance
TEACHING EXPERIENCE
Certified teacher Pre-K through Adult Education
Lead teacher within the Washington D.C. School System
Reading Across the Curriculum
State certified computer instructor/teacher
COMPUTER EXPERIENCE
Microsoft Certified Trainer Office, Word, Excel, Access, Query
IBM PCs and Compatibles, MacIntosh & Apple Computers
MRI, ICAM, ACCPAC, ACUCERT, Razors Edge
Platinum, Solomon, Great Plains, People Soft
Tax Credit, Real Estate and Compliance Software
Quick Books Pro-Advisor
Patterson Eaglesoft Dental Software
PAYROLL EXPERIENCE
ADP, Kronos, Timekeeping Administaff Paychex, Time in A Box, Ambrose
NOTARY PUBLIC
PROFESSIONAL ORGANIZATIONS
American Association of Individual Investors, The Oxford Club
American Payroll Association
Society of Human Resource Management (SHRM)
Healthcare Financial Management Association (HFMA)
Women in Film and Video-Treasurer
DELTA SIGMA THETA PUBLIC SERVICE SORORITY
EXTENSIVE KNOWLEDGE OF COMPLIANCE PROCEDURES, REGULATORY REPORTING TO THE SEC AN
D NASD AND THE INVESTMENT ACT OF 1940

ACCOUNTING, FINANCE, REAL ESTATE, HUMAN RESOURCES, AND COMPUTER TRAINING

Shields-Holland Financial and Tax Services &

US Computer Systems Design Technology
Offices in California, Washington, DC, Maryland, Virginia and New York
CFO/Controller Accounting Financial and IT Computer Systems
February 1993-Present
CFO/Controller for corporations, sole proprietorships, partnerships, production
companies, government contractors, investment bankers, broker dealers, venture
capital, financial services, technology, telecommunications, real estate, affor
dable housing, REITs, property management, as well as Non-profit 501(c)(3 fir
ms, and religious organizations.. Manage accounting, financial operations, real
estate, property management, leasing, taxes, insurance, investments, pensions,
computer systems, databases, human resource, training and payroll. Health Care F
inancial Management-Medical Billing and Financial Statement Preparation, Human R
esources, Corporate Training, Pension Plan Administration, Taxes, Marketing, Sal
es and Customer Service

Major Responsibilities:
-Daily accounting and monthly and annual reporting.
-Supervision of financial and investor relations departments-Supervise annual au
dit
-Serve as primary contact to attorneys, auditors, bankers, brokers, insurance co
mpanies,
-Prepare consolidated financial statements & budgeting/forecasting plans on a mo
nthly, quarterly and annual basis for the company and its subsidiaries
-Expedite timely regulatory filings such as 8K, 10Q, 10K, Annual Reports and Reg
istration Statements -Maintain compliance with SEC and NASD-Sarbanes Oxley SOX &
Compliance
-Manage and control balance sheet-Maximize cash balances
-Prepare banking transactions and bank/reconciliations
-Accounts Payable & Receivables
-Payroll
-Maintain adequate inventory of all fixed assets & depreciation schedules
-Record all liabilities and accrue expense commitments as necessary
-Develop and enforce procedures for internal controls and systems
-Prepare all financial information for Board, Audit and Executive Committee meet
ings
-Prepare business and financial analysis
-Monthly valuations of portfolio companies Provide advice and counsel to manage
ment team on investment strategies and analysis for acquisitions and the financi
al condition of the company
-Real Estate, Leasing, Property Management
-Corporate Communications/Newsletter Investor Relations
-Implemented Computer Systems and Training
-Non-profit 501(C) (3), fund accounting, 990 tax filings and reports to Board of
Directors and Trustees
-Tax Return Preparation
-Government and Contract Accounting FAR DCAA CAS
RESEARCH EXPERIENCE:
Research of Financial information of institutional investors worldwide. Researc
h with first-class information technology. Prepare timely and accurate informati
on of purchases and sales by corporate insiders available via Dow Jones, Bloombe
rg, Bridge/Reuters,
e-mail alerts, extensive research and real time access to Securities and Exchang
e Commission (SEC) filings via EZ-Edgar. Monitoring of legislative and regulator
y activity and the impact on the market as well as data feeds to various databas
es. Insider Trading Data and Analysis, Form 4 and Form 144 filings. Marketing, s
ales, statistical and financial reporting and analysis Sarbanes Oxley SOX compli
ance and reporting.
Senior Contracts Administrator
Contracts Pricing Administrator
Worked with 8(a), CMMI SE/SW Maturity Level 2 IT solutions provider serving the
Government and Commercial markets. Specializing in developing and implementing E
nterprise Software Solutions, Critical IT Infrastructure, Security and Support S
ervices and Web Centric Application, Personal Health Record, Medicare and Medica
id applications, Homeland Security Presidential Directive 12(HSPD-12) compliance
and identity management systems. Clients include U.S. Department of Housing, De
partment of Education, Department of Transportation, United States Postal Servic
e, United States Department of Agriculture, Department of Health and Human Servi
ces, and U.S. Department of Homeland Security. FAR, DFAR, CAS
Government Procurement, Contract Administration and Pricing
Bond Administration
Registered securities and investment banking representative. Securities license
s include Series 7 for federal, Series 63 for State, Series 27 with certificatio
n to be the CFO at any securities or banking firm as well as administrator of Mu
nicipal Bonds for state and local governments, and Series 24 which certified me
to be a Principal of any securities, investment firm and broker dealers.
Arthur Anderson LLP
Los Angeles, California
December 1990-January 1993
Accountant CPA Certified Public Accountant
Public Accounting Audit and Taxation of Investment Banking Firm
Drexel Burnham Lambert Inc.
High Yield and Convertible Bond Department
Beverly Hills, CA 90020
Vice President Accounting and Business Management,
May, 1979-November, 1990
High Yield and Convertible Bond Department
Accounting for investment banker, broker dealer, financial services, long and s
hort term capital gains, bankruptcies, turn around strategies, high yield bonds,
financial analysis, internal auditing, sales, project, business management and
human resources. Business Management and Mergers & Acquisitions REITs, Real Esta
te, Tax Credits
Accounting, Sales, Marketing, Sales & Financial/Security Analysis
Broker Dealer, Series 7, 63, 24 and 27 licenses
Benefit Systems
Los Angeles, CA
Pension Plan Administrator April, 1977-May, 1979
Supervised administrative staff, in preparation of 5500 and 5500C tax returns an
d annual reports for pension plan administration, Employee Stock Ownership Plans
(ESOPs) & Profit Sharing.
401K plan Administration, Defined Benefit Plans, Deferred Compensation Plans Wor
kers Compensation Plans
Herlihy & Herlihy Attorneys at Law
Los Angeles, CA
Legal Assistant March, 1976-April, 1977
Preparation of legal documents, trust accounting, and litigation. Legal and comp
liance
NON PROFIT 501(c) (3)
District of Columbia
College Access Program
Washington, DC
CFO/Conroller
Responsible for all of the financial reporting, tax filing, grants, contracts, s
cholarships, special events and working with the Board of Directors under the ov
ersite of the Washington Post. The Chairman of the Board is Donald Graham who is
the CEO of the Washington Post.
Working with all public and charter schools within the Washington D.C. area pro
moting education throughout the Washington D.C. area as well as nationally. Work
ing with all colleges for transition from high school students, financial aid, c
ollege preparation and retention.
Save Darfur Coalition
Washington D.C.
Director of Finance
International non-profit 501(c)(3) organization Accounting, grants, contracts, b
udgets, payroll, financial statements, etc.
Nineteenth Street Baptist Church
Washington, D.C.
Treasurer for ten million dollar budget church. Non Profit 501 (c)(3).
Nineteenth Street Baptist Church is one of the first Baptist Churches in the Was
hington D.C. area. Many Baptist churches in the area were started from the paren
t church of Nineteenth Street Baptist Church.
United Communities Against Poverty
Prince Georges County, Maryland
Director of Finance
Accounting for Grants, in education, employment, housing, First Time home buyers
program, rental mortgage utility services and food services. 501(c)(3).
Crittenden Center
Los Angeles, CA
Director of Finance
Non Profit Center for Women, Children and Babies
Accounting payroll, finance, taxes, and board reporting
Non Profit 501(c)(3) organization who assisted young women and children
Archdiocese of California
Los Angeles, CA
Accounting Manager
Software installation and implementation of PeopleSoft computer software for the
southern California Archdiocese and parishes.

SEE NEXT PAGE FOR LISTING OF CLIENTS AND CONTRACT WORK

Clients and Contract-Conulting Work

ACCOUNTING FINANCE TAXES AND INVESTMENT BANKING
Drexel Burnham Lambert Inc.
High Yield and Convertible Bond Department
Beverly Hills, CA 90020
Vice President Accounting and Business Management,
High Yield and Convertible Bond Department
Accounting for investment banker, broker dealer, financial services, long and s
hort term capital gains, bankruptcies, turn around strategies, high yield bonds,
 financial analysis, internal auditing, sales, project, business management and
human resources. Business Management and Mergers & Acquisitions REITs, Real Esta
te, Tax Credits
Accounting, Sales, Marketing, Sales & Financial/Security Analysis
Broker Dealer, Series 7, 63, 24 and 27 licenses
Putnam Lovell and Thornton
Manhattan Beach, New York and San Francisco
Treasurer for 3 offices in investment banking, M&A, mergers and acquisitions, fo
r money market funds, asset management, broker dealer, financial services and
technology.
Halbert Hargrove Russell Investment Advisors
Long Beach California
Accounting and Finance for Investment Advisors for high income individuals. Com
pliance and Regulatory filing.
DBC Securities
Santa Monica, CA
Controller and CFO
Accounting and financial statements, regulatory reporting
Software for fixed income and internet trading.
Jackson Hewitt Tax Services
Annandale, Virginia
Supervisor, manager and trainer for taxes for 21 retail stores in the northern V
irginia region.

INTERNATIONAL MARITIME ACCOUNTING AND FINANCE

Transmarine Navigation Corporation
Long Beach, California
Corporate Accountant and Controller for eleven offices nationally and internati
onally for shipping agents, international currency transactions and ships from
all USA ports as well as Canada, Mexico and Singapore.

HOTEL, RETAIL RESTAURANT, CATERING AND EVENT PLANNING

Marriott Sodexo Corporation
Washington, DC
Unit Controller for 13 restaurants, and banquet halls, University food services
, food management, convenience stores and retail brand restaurants as well as a
ccounting and managing large catering unit and event planning for Howard Univers
ity. Nutrition and meal planning process accounting and analysis.
Event Planning and Catering

HEALTHCARE FINANCIAL MANAGEMENT and INSURANCE

Medical Management, Finance and billing Services
Various Doctors and Medical Practices
Design and Build out Medical Facilities. Implement Systems, train and manage sta
ff.
CFO-Controller-Accountant-Human Resources and Computer Systems
Marketing and Advertising
Medical billing and accounting for doctors, nurses, surgical, and laser procedu
res.
Medical coding, financial statements, payroll, invoicing, payables, receivables,
insurance, 401K, IT and network administration, human resources, training, walk
in and walk out procedures, recalls, inventory, banking, cost analysis, financi
al analysis.
CFO
Cosmetic Dentistry and Facial Aesthetics
Washington, D.C.
CFO/Accountant for all areas of the dental and aesthetics practice inclusive of
Medical Spa Accounting, retailing and sales of products, marketing, business pla
ns, banking relationships,
Contracts and developing the dental hygiensts and medical technology component a
nd Allied Health School.
Cultura
Cosmetic Physicians & Laser Dermatology Center
5301Wisconsin Avenue Suite 110
Washington, DC 20015
CFO/Accountant for Medical SPA and Laser Dermatology Center. Accounting, Financ
ial and Tax Services. IT, computer, laser implementation and management. SPA ma
nagement, retail product ordering and sales and property management and leasing.
Product Ordering, Procurement and Retail Sales: Allergan (Botox and Juvederm), I
nnovative Skin Care, Skin Ceuticals, Dermalogica, Obagi, Neutraderm.
Aveda Aesthetician training.
Tsaknis Dental and Medical Group
1221 Massachusetts Avenue
Washington, DC
CFO Director of Accounting for Dental and Medical Practice.
Dental and Medical Billing and coding Accounting, Finance and Financial Statemen
ts
Submittal of insurance claims and patient accounting and reimbursements, includi
ng x-rays and imaging. Compliance and OSHA filings, medical supplies and medica
l technology computer systems, taxes and accounting for production of medical an
d dental doctors. Bank Reconciliations and cash management. Patterson Eaglesoft
software.
Insurance claims processing for companies such as Aetna, Alliance, Ameritas, Bas
ix, Signa, Delta Dental, Dentex, Dental Dominion, Guardian, Metlife, Mutual of
Omaha, Principal, UCCI/United Concordia Blue Cross, Blue Shield, etc.
Adventist Rehabilitation Hospital of Maryland
Rockville, Maryland 20850
CFO Controller year end close out and preparation of financial statements, Medic
al Billing, Medicare, and tax returns filing for Adventist Rehabilitation Hospit
al which is the first and only acute rehabilitation hospital in Montgomery Count
y.
Telecare Corporation
Alameda, California
CFO Controller Financial Analyst Preparation of Financial Statements, Medical R
eports, Cost Analysis of Facilities and acquisitions for this organization that
has provided services and support to individuals with serious mental illness sin
ce 1965 and is dedicated to helping people recover from illness.

REAL ESTATE PROPERTY MANAGEMENT & CONSTRUCTION

Jubilee Housing
Washington D.C.
CFO/Chief Financial Officer
Real Estate, Property Management, Leasing, Construction and Renovation Accountin
g, Financial Analysis, Tax preparation, LIHTC Low Income Housing Tax Credits, Ne
w Markets Income Tax Credits, Real Estate and Investment Syndication, Non-Profi
t 501(c)(3) and Affordable Housing
Jubilee Housing is located in the Adams Morgan area of Washington, D.C. It owns
and is renovating buildings through the use of Tax Credits and New Market Tax C
redits
Tishman Speyer-Archstone Smith
The Gallery at Virginia Square
Arlington, Virginia
CFO/Controller, Leasing Associate, Resident Concierge, Customer Service, Propert
y Management, Property Accounting, Auditing and REITs (Real Estate Investment Tr
usts) MRI and PeopleSoft Computer Systems Residential, Commercial and Developmen
t Real Estate Projects MRI software
Tishman Speyer is the owner and manager of the Rockefeller Center in New York am
ong other large commercial and high end apartment complexes through out the coun
try and recently acquired Archstone Smith the 4th largest REIT in the country.

Landis Construction and Architectural Corporation

Takoma Park, Maryland
Controller for Architects and Contractors Construction Accounting-Master Builder
Software
Landis construction is located in Takoma Park and does residential as well as co
mmercial construction projects.

SOFTWARE IT COMPUTERS AND CONTRACT ADMINISTRATION

QSSI
Quality Software Services Inc.
Gaithersburg, MD
September 2003-Present
Senior Contracts Administrator
Contracts Pricing Administrator
QSSI is an 8(a), CMMI SE/SW Maturity Level 2 IT solutions provider serving the G
overnment and Commercial markets. Specializing in developing and implementing En
terprise Software Solutions, Critical IT Infrastructure, Security and Support Se
rvices and Web Centric Application, Personal Health Record, Medicare and Medicai
d applications, Homeland Security Presidential Directive 12(HSPD-12) compliance
and identity management systems. Clients include U.S. Department of Housing, Dep
artment of Education, Department of Transportation, United States Postal Service
, United States Department of Agriculture, Department of Health and Human Servic
es, and U.S. Department of Homeland Security. FAR, DFAR, CAS