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Key Skills
 | Financial Analysis |
Proven abilities to model, design,
implement, and monitor revenue and expense strategic and operating plans.
Experience in analysis of delinquent insurance accounts and planning
appropriate strategy to collect premium while limiting costs. Experience in
tracking, reporting governmental and public sector revenue sources.
 | Accounting |
Experience in evaluating, auditing and
reviewing financial condition of going concerns in the insurance, banking,
manufacturing, health care and non-profit industries. Liaison with state
regulatory agencies during insurance fraud investigations and as key
representative during regulatory and financial audits. Control of $2 million
annual budget, including periodic management and financial reporting.
 | Management Information Systems (MIS) |
Demonstrated proficiency in choosing correct
software to automate existing processes while achieving efficiencies and
increasing effectiveness. Ability to develop and implement extensive
computerized systems to track, assess and report revenues and expenses.
Expertise in LOTUS 1-2-3, Microsoft EXCEL, word processing, data base
management and graphics software packages.
 | Management |
Demonstrated ability to manage various
production operations including a 25 person remittance processing operation
handling approximately $95 million per month; 11 person collection department
responsible for the collection of approximately $100 million in delinquent
insurance premium; three person investment accounting unit responsible for the
GAAP, statutory and management reporting of a mortgage portfolio totaling $7
billion.
Education
Georgetown University
Washington, DC. Bachelor of Science, Business Administration, concentration
in accounting, May 1981. Dean’s Citation Recipient. Who’s Who in
Colleges and Universities, 1981 Ed.
Loomis Chaffee School
Windsor, Connecticut, 1977
Civic Activities
 | Board Member, St. Gabriel School Advisory Board
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2002-2007
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 | Member, Rotary Club of Windsor & Windsor Locks
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2006-2007
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 | Board Member, Connecticut Health Foundation
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2003-2006
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 | Member, Windsor Democratic Town Committee
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1993 - 1999
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 | Treasurer, Windsor Democratic Town Committee
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1993-1994 |
 | Mentor, Historically Black College/University Internship Program
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1991 - 1994
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 | Member, Georgetown Alumni Club of Central Connecticut
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1981 - present
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 | Treasurer, Georgetown Alumni Club of Central Connecticut
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1984 - 1988
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 | Member, GU Alumni Admissions Committee
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1984 - 1988
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