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Edward Jones Ice Cream Social July 17th


Meet Drew Clapp, Financial Representative


Drew Clapp help families build towards financial freedom by educating them about concepts they can use in every day life to achieve their goals and wishes. He helps them protect their freedom by providing insurance. Drew provides a variety of services and products in which families can build towards becoming debt free and a rockstar in retirement. 

Contact Drew to find out more! Phone: 603-707-0337

Resume for Brian Webber

Brian D. Webber

141 Fairview Lane, Alexandria, NH 03222

(740) 258-0312 [email protected]



Brigham Young University – Marriott School of Management                                                                                             Provo, UT    Bachelor of Science in Finance                                                                                                                                                      Apr 2016


Minor in Psychology



Robert Half /Accountemps                                                                                                                                                                           Salem, NH

Consultant – JP Morgan Chase Merchant Services                                                                                                                  Jun 2017 – Current


Consult with 20-30 businesses each day for account balance inquiries and resolving equipment issues


Scored 5/5 on every customer survey, earning the Outstanding Customer Satisfaction Certificate in August


Promoted at 3 months to Technical Skill Specialist for Ingenico credit card machines


Wallace Building Products                                                                                                                                                                     Danbury, NH

Accounts Payable Clerk                                                                                                                                                             Dec 2016 – Mar 2017


Input 50-100 invoices each week, showing attention to detail in a fast-pace environment


Helped to save $1,000 each week in discounts by getting approvals and paying invoices on time


Mastered accounting system with 3 days of formal training to pay expenses for the entire company


BYU Extramural Sports                                                                                                                                                                                Provo, UT

Marketing Intern - Men & Women’s Rugby                                                                                                                              Jan 2016 – Apr 2016


Increased revenue of ticket sales by 89% by running weekly promotions before home games


Organized 4 half-time shows for the Women’s home rugby games


Worked as PA announcer for player introductions and game breaks


BYU Global Financial Advisors                                                                                                                                                 Provo, UT    Equity Research Intern                                                                                                                                                 Jan 2015 – Apr 2015


Analyzed financial data using Bloomberg for firms in the health care industry


Valued company financials for net-net, small-cap, and large-cap firms using Microsoft Excel


Created three industry & company reports and developed an investment thesis & valuation recommendation for each


Pitched three 10 minute presentations to GFA representatives and team leaders


Howard’s Hog Fund                                                                                                                                                            Zanesville, OH  

T-Bond Futures & Options Portfolio Intern                                                                                                                Apr 2013 – Apr 2014


Managed futures and options in a $10,000 margin account


Earned an average profit of 2.0% per month using a homemade risk allocation model


Utilized Microsoft Excel to calculate risk for potential option spreads and recorded key data



Boy Scouts of America – Troop #303                                                                                                                                                 Plymouth, NH

Assistant Scoutmaster                                                                                                                                                                       Jul 2016 – Current


Motivate 5+ teenagers to earn merit badges and complete rank advancement


Planned & conducted Arrow of Light ceremony for troop in 2016


The Church of Jesus Christ of Latter-day Saints                                                                                                                          Santa Rosa, CA

Full-Time Volunteer Representative                                                                                                                                          Jan 2010 – Jan 2012


Worked 80 hours a week for two years serving and teaching people


Served as an Executive assistant for 6 months by conducting training meetings for 170-180 volunteers


Managed a quota for driving miles in a fleet of 60 vehicles and collected weekly data in Excel for 180 volunteers  




Skills: Experience in MS Excel, Macros/VBA, Outlook, Access Sage 100 accounting system


Interests: personal finance, reading, exercising, camping, hiking, coaching sports, teaching



Eagle Scout, Boy Scouts of America


Ice Cream Social at Edward Jones in Westford, MA


Highgate Global Webinar March 27th

You are invited to the following event:

Free Webinar: Finance for Non-financial Board Members


Event to be held at the following time, date, and location:

Monday, March 27, 2017 from 11:00 AM to 12:00 PM (EDT)

Joining Instructions:
Dial-in Number: (641) 715-3580
Access Code: 986220


Attend Event

Share this event:






FREE WEBINAR: 11am ET/8am PT March 27, 2017

What: A 60-minute FREE webinar that provides an introduction to finance for non-financial board members.

Who: Board members, committee members, volunteers and staff

What will you learn: The board or any nonprofit organization has the responsibility to make sure that the nonprofit (a) has the funds necessary to enact its mission and (b) spends those funds in pursuit of the mission. Therefore, having a basic understanding of the financial workings of a nonprofit organization is key. In this short webinar you will be introduced to key nonprofit financial terms and rules, understand how to read a nonprofit budget and what the Form 990 is and why it is important,

Share this event on Facebook and Twitter

We hope you can make it!


Finance Manager Wanted Andover MA area

Finance Manager

This position is the lead role for many of the financial activities of Company. The Finance Manager is an active member of the company headquarters team and to support all of these responsibilities the person in this position must have excellent communication skills and a proactive approach.

Primary Responsibilities 



Cost proposal development for Federal Government solicitations – to include but not limited to, construction of all direct and indirect rate structures and Labor Rates


Prepare financial analysis for contract negotiations


Function as the lead for US Government audits by DCMA, DCAA, and other Federal Agencies


Coordinate financial management functions


Direct financing strategies, analysis, forecasting and budget management.


Manage Relationship with the provider of corporate Line of Credit


Annual Incurred Cost Submissions to DCMA/DCAA


Pricing negotiations (cost reductions) with major vendors (Insurance, payroll providers, etc.)


Familiar with all customer contract terms and conditions related to finance


Ensure compliance with local, state, and federal budgetary reporting requirements


Assist with the preparation of financial reports


Assist with the preparation of financial outlooks and financial forecasts


Coordinate financial audits and provide recommendations for procedural improvements

The successful candidate will provide coordination of company financial planning, debt financing, and budget management functions and ensure company accounting procedures and reporting conform to generally accepted accounting principles (GAAP) as well as DCAA and DCMA requirements.

Knowledge and Skill Requirements


Bachelors Degree in Finance, Accounting or Business with strong Accounting/Finance experience


5 to 7 years’ experience in a mid-level finance or accounting position, preferable with a Federal Contractor


Knowledge of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principles.


Knowledge of automated financial and accounting reporting systems.


Ability to analyze financial data and prepare financial reports, statements and projections


Working knowledge of short and long term budgeting and forecasting, budgets, and profitability analysis.


Must have prior experience generating Federal Government price proposals.


Must be familiar with Federal Government contracting and FAR/DFAR requirements.


Must be familiar with and ready to support financial audits by DCMA, DCAA, and other Federal agencies


Must be very fluent in the use of Microsoft Excel and working knowledge of Microsoft Word and PowerPoint


US Military Veteran preferred but not required




Community Teamwork 5th Annual Women's Conferece


Calling all Teens between 15-21 years old! Money Talks!



Money Talks teaches real-world, personal finance skills to teens with hands-on activities. Teens will have the opportunity to envision their personal money goal and create steps to reach their goal. Learning will include basics to banking, the importance of good credit and knowing the difference between needs and wants. We aim to help participants learn that making the correct financial decisions today will create a better future for tomorrow.

Teens will meet for three half-days and to learn about the following topics:

Day 1: Vision, Values, Goal Setting, and Choosing the Right Career

Day 2: Saving/Spending/Investment Planning, Credit, Basic Banking

Day 3: Reality Fair

The Reality Fair will be an interactive activity where teens have the opportunity to put into practice the knowledge they gained during the past two days by making the best money decisions for themselves based on their career, salary, credit score, number of children, etc.

Dates: August 4th, 5th and 6th, 2014 Time: 9 AM- 12:00 PM

Location: Morey Elementary School-114 Pine St-Lowell, MA 01851

YOU MUST REGISTER- contact Gladys Santiago at 978-654-5673 or email [email protected]

This is a FREE event offering a continental breakfast from 8:30-9:00AM and light lunch at noon

PLUS lots of FUN RAFFLE items

A special thanks to all of our partners for helping to make Money Talks a great success: