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Key Skills
 | Debt Structuring, Business and Financial Planning |
Management of teams focused on the
structure, analysis and implementation of sophisticated debt financing
programs in the public sector. Services include implementation and
documentation of RFP (request for proposal) processes, analysis of needs,
review of legal documentation, analysis of markets, computer modeling to
assess structuring alternatives and, pricing. Demonstrated skill in using both
creativity and logic in preparing business plans, credit and financing
proposals and creating investor presentations. Skilled in structuring mortgage
financing for construction projects, business and residential properties.
 | Financial Analysis |
Financial analytical skill in modeling,
implementing, managing and monitoring financing plans with diverse clients and
constituents including sole proprietorships, real estate development, and
municipal finance. Experience in analysis and workout of delinquent mortgage
accounts. Experienced in monitoring, reporting and analyzing revenue and
expenses for a variety of enterprises in both the public and the private
sectors.
 | Accounting Management |
Experience in evaluating, auditing and
reviewing the financial accounting capabilities and management in several
industries. Experienced in establishing internal controls and creating
effective processes for evaluating and improving the quality of accounting,
financial documentation and reporting functions. Managed periodic financial
reporting including SEC and IRS reporting requirements. Experience in tax
preparation.
 | Computer Resource Management |
Experience in the management and
implementation of major upgrades to PC based accounting and reporting systems
in both the public and private sectors. Proficient in assessing resources,
achieving staff efficiencies and improving overall effectiveness. Experienced
in choosing correct software to automate new and existing processes.
Proficient in the use of Lotus 1-2-3, SBT accounting software and the full
range of Microsoft word processing, scheduling, data base management and
graphics software, including EXCEL, ACCESS, PowerPoint, Schedule+ and Word.
Education
University of Hartford, West
Hartford, Connecticut. Master of Public Administration, 1996
Yale, New Haven,
Connecticut. Bachelor of Arts in Economics, 1978
Westledge, Simsbury,
Connecticut. 1974
Civic Activities
 | Member, EPA/State Work Group for the Federal Clean
Water and Drinking Water Revolving Fund Programs
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 | Baha'i Center Assistantance, committee of the
National Spiritual Assembly of the Baha'i of the United States of
America |
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1997-2000 and 2006 to Present
1999 to Present
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 | Member, Council of Infrastructure Financing
Authorities (CIFA)
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1995 – Present
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 | Board Member, EPA Environmental Financial Advisory
Board
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2009- Present |
 | Board Member (Credit Committee), Hartford
Neighborhood Housing Services
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1982 – 1988
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