Karen A.

McNally
26 Centerbury Court 732.710.0238
Glassboro, NJ*08028 karen@karenmcnally.com
OBJECTIVE
To utilize my professional experience and relevant employment history for person
al growth within an organization dedicated to client service and their community
.
PROFESSIONAL EXPERIENCE
**Print Brokerage Services
Sales and Marketing Associate for Park Avenue Graphics, Scotch Plains, NJ* (2006
-Present). Attended weekly (BNI)*and other networking events (Chamber, Rotary,
etc) for company growth. Daily customer service interaction with clients for th
eir marketing requirements including corporate identity packages, advertising ca
mpaigns and other promotional, signage, marketing and print media elements. Res
earched vendors as needed for appropriate print and advertising media. Processe
d PO's and formatted graphic design files accordingly. Bookkeeper for AR/AP, pr
ocessing customer and vendor invoices and monthly/quarterly tax filings. Maintai
ned company portfolio.
* Financial (Brokerage) Services
Registered Client Service Associate (Sales Representative) with series 7, 63 and
various state insurance licensing, serving customers in asset allocation, trade
orders, and establishing various accounts (IRA, 401k, Annuity, etc). Reviewed
and resolved compliance reports as needed.
Daily Responsibilities included daily mantenance of accounts including cash flow
and trade processing; account documentation; coordination of "team" commission
reporting; preparation of sales presentations along with traditional secretarial
support duties as needed. Speaker represenative for quarterly sales presentati
ons to corporations in maintaining 401(k) and other profit sharing plans under t
eam's management with immediate follow-up with individuals for appropriate asset
allocation. Maintained end of year transactions relative to tax evaluations and
IRA*contribution status to ensure customers met the appropriate requirements fo
r federal*rules and regulations. Completed continuing education courses as need
ed.
Relevant Employment: Ryan Beck & Co, Yardley, PA, 2003 - 2006
Deutsche Banc Alex Brown, Philadelphia, PA, 2000-2001
PaineWebber, Inc., Phialdelphia, PA, 1999-2000
Goldman Sachs & Co, Philadelphia, PA, 1995-1999
* Medical Administration
Responsible for managing surgical practice within a teaching facility at St. Chr
istopher's Hospital for Children (Philadelphia, PA, 1989-1995). Supervised vario
us employees in maintaining and coordinating office hours, operating room schedu
les, radiological and laboratory testing, hospital admissions and emergency visi
ts. Processed and Monitored complete billing of over 300 outpatient visits mont
hly and 30-40 surgical procedures with appropriate ICD-9 and CPT*Coding. Mainta
ined bi-weekly payroll submissions; weekly conferences; monitored and maintained
monthly reports (surgical including morbidity and mortality, billing, credit an
d collections); quarterly academic procedures, resident rotations and various pu
blication submissions. Maintained inventory of medical, surgical and office supp
lies. Appointed to committee to ensure Short Procedure Unit Efficiency; revised
and implemented outpatient practices to increase revenue; coordinated space all
ocation/construction to accommodate facilty move and personnel growth.
EDUCATION/LICENSING
* Beginning Instruction for Adobe PhotoShop and Illustrator through www.lynda.co
m (Current)
* Series 7 (June 1999), Series 63 (July 1999), State Insurance (Health, Disabili
ty, etc) (2003)
* Exceptional Assistant Certificate -- Fred Pryor Seminars (June 1999)
* Personal Computer Learning Centers of America, Inc. -- Certification in Word,
Excel, Freelance and PowerPoint (1997-1998)
* Pennsylvania Institute of Technology -- Business and Accounting Studies (1.5 c
redits)
* Penncrest Senior High School -- Courses included Business Education and Spanis
h

TECHNOLOGICAL SKILLS
Graphic Design and Marketing skills in QuarkExpress 8.1, some Adobe CS4 experien
ce including Adobe PhotoShop and Illustrator and Acrobat. Familiar with negativ
e and plate processing.
Accomplished with Word, Excel, various data base/contact managers (ACT!*2.0, MAC
Address Book, Entourage, Outlook, etc). Familiar with PowerPoint
Past experience with Netscape Navigator, MS*Windows N*Workstation 3.51, MS*Excha
nge 4.0, MS*Schedule+ 7.0, Lotus Freelance 97, TelNet (syndicate.ts), Word Perfe
ct 6.0, Bloomberg applications, Picture It!, Norton Utilities, Fastback, Solomon
System Accounting, DeskMate2, Dbase, Lotus 1,2,3

MEMBERSHIPS and COMMUNITY SERVICE

**Member and past officer (secretary and vice-president) of the Rotary Club of F
anwood-Scotch Plains
* Member and Secretary to Scotch Plains Business and Professional Association
* Appointed to Mayor's Annual Charity Gala Committee (Scotch Plains, NJ)
* Member of Municipal Alliance Committee of Fanwood-Scotch Plains (NJ)
* Past member and officer of Wissinoming Civic Association (Philadelphia, PA)
* Police District Advisory Committee (Philadelphia, PA)
* Volunteer for Habitat for Humanity