•Set up classroom equipment for local Becker CPA and Stalla CFA review courses•Assisted instructors with course materials and acted a liaison with student issues•Hired classroom assistants to help with the materials and equipment for classes

IT Manager 2002 – 2009•Automated firm’s manual reconciliation process with electronic interfaces reducing turnaround time from forty-five days to daily.•Created a security pricing procedure that continues to save the firm $12,000 annually.•Facilitated move to new office building saving the firm over $20,000.•Functioned as lead liaison for annual GIPS audit reducing audit time by electronically formatting all auditor requests.•Acted as technical lead in initial AIMR Level II compliance project and reduced time to complete project by 50% by creating templates for direct upload into portfolio management software system.•Designed, tested, and implemented disaster recovery policies and procedures.•Managed network, servers, client stations, user accounts, and email for entire firm.•Conducted training for Microsoft Office and company specific software for entire firm.•Worked directly with the Chief Compliance Officer and Chief Information Officer to write the firm’s GIPS Policy and Procedure Manual.•Established a paper free office and filing system, which cut operational costs, the amount of on-site storage required, and the time spent searching and retrieving files.•Maintained and updated company website.Head Trader 2002 – 2009•Streamlined the firm’s trading process by designing and implementing a central trader position, resulting in lower transaction costs for the client, and a 75% reduction in trade errors.•Executed and tracked all trades placed by firm ensuring best execution.•Conducted due diligence on executing brokers.Security Settlement Specialist 2001 – 2002•Verified and reconciled all trades placed by the firm on a daily basis.•Electronically affirmed all trades firm was responsible for settling.Account Manager 1999-2001•Accounted for the daily activity of over two hundred separately managed client portfolios.•Administered account setup, initial investment, terminations, and quarterly reporting and billing.

•Engaged as part of team to bring current the reconciliation of investor accounts over two years behind.•Reconciled bank lockbox payment accounts and worked closely with cashier department to ensure correct postings of payments.•Managed and reconciled investor principle, interest, tax, insurance and escrow accounts.•Calculated interest payments to investors.•Purchased treasury bills and CDs for investor accounts.

•Managed staff of five that was responsible for the day-to-day accounting activities for over forty hotels nationwide.•Reported to and worked directly with the corporate controller with the consolidation of corporate and property financials.•Analyzed and prepared yearly budgets for all properties.•Filed and paid all payroll taxes for all federal, state, and local taxing authorities.•Coordinated vendor payments based on cash flow.