Work at Preferred Shore to help buyers, sellers and investors of residential properties. My geographic area of expertise is in Sarasota, Florida, and the surrounding area.

A trusted business adviser helping clients identify and achieve their financial goals. Provide CFO level services to a variety of clients in a variety of industries with needs that include business analysis, financial analysis, budgeting, banking relations, investor relations, financial reporting and control. I specialize in uncovering hidden challenges and missing opportunities that reduce the growth and profitability of your company. My goal is to become the indispensable adviser that expands the bandwidth of your team.

Work at Keller Williams where I specialize in helping buyers to purchase residential properties from Parrish, Florida to as far south as Venice, Florida.

Responsible for all finance and accounting functions related to two primary programs; a $1.8 billion student-loan finance and $3.3 billion IRS Section 529 college savings programs, as well as other related college scholarship and loan forgiveness programs. Instrumental in developing the vision, mission and strategic direction of the company. Lead the finance team in issuing debt obligations collateralized by federally guaranteed student loan assets, optimizing the student loan and related bond portfolio and ensuring the financial integrity of the student loan program. Primarily responsible for overseeing the investment performance of the section 529 college savings program and ensuring that performance issues are addressed timely with the investment partners and the board of directors. Responsible for the annual financial statements and the annual budget process.

A start-up student-loan finance company. Responsible for all general and financial accounting functions, including financial reporting. Member of team that issued debt obligations collateralized by federally guaranteed student loan assets, and developed an alternative (credit-based) student loan program.

A $100 million student-loan servicing company. Responsible for managing all general and financial accounting functions including internal and external financial statement reporting; annual corporate budget planning and analysis; cost/benefit analysis; equipment purchase/lease decisions and office space lease contracts; preparation and review of corporate tax documents. Operational accounting responsibilities include establishing financial performance standards, monitoring effectiveness and recommending organizational efficiencies/cost reductions based on results. Liaison between company and external auditors, bank executives, insurance agents, and product vendors.

Responsible for recording transactions and monthly reporting of financial results to managers and officers, directed the annual corporate budget process, and designed and implemented accounting policies and internal controls. Supported the operational cash transactions of student borrower activity by streamlining processes with other departments, then reconciling, researching and resolving uncleared items.

Supervised a team of accountants that recorded specialized transactions and reported the Bank’s financial results to officers and board of directors. Responsible for the filing of monthly reports to the Federal Home Loan Bank Board.

Planned and directed numerous audit engagements for clients in the banking, financial services, and health care and hospitality industries.