Transitions, LLC - Confidential Problem Solvers

Curriculum Vitae



Managing Member/Owner

Transitions, L.L.C.

September 2007 – Present (5 years 6 months)


Extensive experience regarding successful operation of a small business - start up and forward compliance in all areas related to structure/function for a small business growing and working to thrive during this uncertain time. Serving a unique range from private clients to small businesses, I specialize in solving problems and finding creative ways to apply my expertise to each project. My services range from reorganizing personal finances to managing a renovation or screening new staff. I represent clients in audits - personal and business-in areas related to tax, import/export, documentation/filing compliance, nexus, employment / insurance / labor / risk and associated concerns. I audit records, oversee conversions, offer single/multi-project expedition-managment, & long term project maintenance. I draft employment contracts, non-compete and confidentiality agreements. I am happy to discuss any of the services I offer, my background and experience, or any other related topics.


Writing & Contributing Public Interest Pieces

Both during and then following the almost 4 year (and ongoing!) period of research related to the non-compliant charity project submitted to the CT AG, I found myself talking with many people either heading departments and or managing the due diligence aspect related to contributing funds to charitable entities. This path led me to writing, submitting and (to my surprise!) acceptance of this work as both credible and worthwhile in the area of assisting individuals charged with the task of researching charities prior to assisting or funding them. Stay tuned!



Project Liaison / Expeditor

Capital Construction Managment, Inc.

August 2006 – July 2007 (1 year)


Originally contracted as an outside consultant to reorganize and restructure 3 rapidly growing companies with common ownership in all areas of function. These companies specialize in corporate interior renovations in both Connecticut and New York. Once this project was completed, the owner asked me to stay on and go into the field as a project managment liaison and expeditor, completing punch lists for several high end office interior projects.



Vice President of Finance

R & R Pool & Patio, Inc.

November 1990 – March 2005 (14 years 5 months)


Full charge financial responsibility for 8 commonly owned retail companies and 5 commonly owned leasehold entities. Took company from start up with 4 locations and > 100K annual sales in CT to multi-state (CT, NY, PA, MA, VA, MD) 18 retail locations and internet sales presence with 150 employees and total sales of over 10M.



Office Nurse / Office Manager

Mitchell J. Ross, M.D.

November 1990 – March 2005 (14 years 5 months)


Set up, opened and worked as the sole employee of a part-time Dermatology practice for a Harvard, Tufts, Columbia Presbyterian educated and trained, board certified Dermatologist who was new to Greenwich, CT. As a medical and surgical Dermatology practice, I functioned in all capacities as the sole employee - which included nursing care, as well as all having full charge responsibility for all aspects of the business end of the practice as well.





January 2010 – Present


Professional, experienced and confidential assistance with Estate settlement/management, including inventory & possession documentation, associated inventory documentation and assistance in preparation for probate filing. Vetted, experienced and highly qualified, certified indivuals with whom I've worked in the past and spread out opver the country who are available for the required...more



Skills & Expertise


·       Insurance


·       Non-profits


·       Due Diligence


·       Policy


·       Start-ups


·       Personal/Professional

o      Accounting

o      Nexus

o      Compliance

o      Problem Solving


·       Construction/remodeling


·       Behavior modification


·       Time management Skills


·       Organization and Small business set up


·       Background Checking...

o      Conduct federal / state...

o      State employment...





US Trust Company

45 Wall Street NYC

Finance Training, Finance/Accounting - Personal & Business

1975 – 1977


Activities and Societies: Sent by private client for hands on, one-on-one instruction in personal and business finance relative to successfully working with and understanding their family business work related requirements.


Stamford Hospital

Nursing, Basic Medical Surgical Nursing

1972 – 1973

University of Dayton

Education, Elementary/Special

1969 – 1972



Additional Info



Community theater (business end), creative non-traditional problem solving, yoga and meditation, working with increasing community awareness and helping to form groups interested in exploring or advancing the availability of one-on-one counseling for chronic pain and/or substance abuse as well as the science of addiction, pet (animal) rescues, nature, photography, writing and GOING GREEN


Honors & Awards


Received BBB online accreditation as a BBB Accredited Business in December of 2007 and will have a hyper link to BBB and they to me once my official web site is launched - pending indefinitely while writing book. Transitions can be found on BBB online under accredited Businesses in CT and online. Member of Stamford Chamber of Commerce 12/07.



Member of the Board of Directors of The Acting Company of Greenwich, Member - Nurses for Palliative Care, Member - World Wildlife Association, Patron - Broadway Cares, Member - Humane Society of North America, BBB Accredited, Member of the Stamford Chamber of Commerce, Member of Writers Studio NYC - under tutelage of Philip Schultz 2009 Pulitzer Prize winner for poetry for his book "Failure"; writing book on charity non-compliance and function (advised by Renata Rafferty & Hole in the Wall Gang research team) "Don't Just Give It Away: How to be sure your donated dollar goes where you want" member of numerous LinkedIn Groups related to areas of interest and due diligence/research work.

Transitions, LLC

Karen Martinelli, Principal

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