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4 <br /> University's Planned Giving trusts and related assets. Reconciled trust and beneficiary accounts. Served as <br /> liaison with Development and Accounting Services. Published monthly and quarterly performance reports. <br /> Maintained portfolio compliance. Acting Business Manager. Duties included financial reporting, budgeting <br /> and forecasting; payroll; employee benefits and other HR responsibilities; coordinating annual audit; facilities <br /> management; invoices; payables; and web cash and trade order approval for the Investment Fund. 4/97 - <br /> 5/03Chapel Hill-Carrboro City Schools Substitute Teacher. 8/97 - 7/99Chapel Hill TEACCH — UNC-CH <br /> Workshop Coordinator. 1988 - 10/92The Childbirth Education Association of Baltimore Certified Childbirth <br /> Educator. Also served as treasurer with payroll duties for two years. 9/83 - 8/85 Fidelity and Guaranty Life <br /> Insurance Company Baltimore, MD Senior Pension Analyst. Administered approximately 145 pension plans <br /> for 14 branch offices. Processed annual reviews, new business, tax forms, terminations and death claims. <br /> Supervised customer billing. Trained staff for new IRA Dept. 11/82 - 8/83The Stuart Hack Company Baltimore, <br /> MD Pension Plan Asst. Administrator. 8/80 - 6/82Joint Committee for Control of Lexington High School <br /> Lexington, VA Mathematics Teacher. <br /> Education (for demographic purposes. No formal education required to participate): <br /> Master's Degree <br /> I am passionate about or have knowledge of(please check ALL that apply): <br /> Housing, Education, Maternal/child health, Children/youth services, Transitional age youth, Community/public <br /> health, Medical services, Early learning, Local government, Public policy/advocacy, Community needs <br /> assessment, Mental health services, Wellness promotion/prevention, Senior services, Disability services, <br /> Health equity/disparities, Law enforcement/corrections, Traditional health workers, Immigration/refugee <br /> communities, LGBTQI communities, Communities of color <br /> Passionate about: Other, if applicable: <br /> What do you feel qualifies you for the Community Advisory Council (CAC)? <br /> See my answers above on why I want to serve which includes my qualifications. I also bring the perspective as <br /> an Army brat of the needs of veterans and their children as well. My 84 year old father put in 20 years and <br /> receives benefits. I do think having lived in other states, such as Hawaii, Utah, California, Maryland and Hawaii <br /> adds to appreciation for looking for models and examples outside of NC as well. Here's my education history: <br /> EDUCATIONTHE UNIVERSITY OF NORTH CAROLINA Chapel Hill, NC KENAN-FLAGLER BUSINESS <br /> SCHOOL May 2004 Master of Accounting — Specialization in Taxation GPA 3.7 THE UNIVERSITY OF <br /> VIRGINIA Charlottesville, VA BA with Distinction in Mathematics, May 1980 Honors: Echols Scholar, <br /> Intermediate Honors and Alpha Phi Omega Service Fraternity, Theta Chapter Service Key MCLEAN HIGH <br /> SCHOOL McLean, VA Valedictorian June 1976 <br /> If you have printed this application, please send to: <br /> King Jones <br /> Cardinal Innovations Healthcare <br /> 550 South Caldwell Street, Suite 1500 <br /> Charlotte, NC 28202 <br /> Cardinal <br /> Page 2 of 2 Innovations <br /> rev. 20190926 cardinalinnovations.orgHEALTH <br />