Investment portfolio management and financial planning implementation.

Manage Integrated Receivables staff and Retained Asset Account staff within Treasury Department. Payment modes include cash, check (clearinghouse and ARC), ACH, C-card and wire. Project management responsibilities for lockbox provider selection and implementation as well as software vendor selection and implementation. Approve wires and EFT payments. Member of Anti-Money Laundering Working Committee.

-Charge Master & Contract Management:Supervision responsibilities for Charge Master dataset, updating and reconciling issues which arose from misaligned data. Set up reimbursement rates based upon contracts with major payers.-Electronic Records and Workflow:Twice managed redesign of processes to allow for electronic storage and access of 16,000 electronic client records including imaged legacy documents. -Management Experience:Managed Operations department and staff therein for two broker/dealers. During tenure at WSFG, departmental audit error rate was reduced from 2.7% to 0.3%.-Accounting, Revenue Cycle & KPI’s:Reconcile payables and receivables on both sides of the ledger. Manage revenue cycles pulling data from 18 vendors on over $100 million in sales.

Taught finance and real estate finance at the undergraduate level.

-Compliance & HIPAA Experience:Extensive Compliance experience including compliance audits, issuing of opinions and publishing best practices as well as presenting to large audiences on the subject. -Employee Benefits:Experience in evaluating employee benefits plans and resolving issues therein. This applies to health benefit claims, disability, LTC, HSA and ERISA.-Software Evaluation:Performed comparability and cost/benefit analysis on several software packages for Activity Based Costing, Clearing Firms, and CRM (Customer Relationship Management).

Proven experience building relationships with clients initially within Texas territory. Promoted to larger East Coast territory while completing MBA. Promoted to Senior Analyst preparing annual reports and other SEC Filings for 30+ Mutual Funds

Project Management of Activity Based Costing Program for division of International Paper, coordinating information flow from the 32 field locations, the Information Systems department and related systems into the ABC Model for processing and analysis