Report to the founder/owner of a successful medical practice with twenty employees. Manage all financial reporting, accounts receivable and payable, weekly payroll (ADP) and HR compliance records. Manage medical licensing for the doctors and physical therapists (CT, NY, DEA, Mt. Sinai, Greenwich Hospital...). Ensure proper insurance coverage (Liability, Excess liability, Malpractice, Workman’s Comp....). Manage annual Medical Insurance Audit. Pay all invoices. Worked closely with the owner to secure SBA PPP Loan funding during COVID. Manage the bar-coding process of new products. Requires extensive knowledge of QuickBooks.

Aggregate and scrub data from the FAA and other various sources into one very large, interconnected, multi-tabbed excel spreadsheet. Manipulate and analyze flight data for 26 domestic airports to identify missed landings

CCT Solutions works with Hospital Systems, Software companies and Consultancies to implement Electronic Medical Record (EMR) software. I managed 12 to 15 Junior Project Managers, and more than 100 Instructors to educate doctors and nurses on new software (over 15,000 nurses, doctors and ancillary staff at the larger institutions). I managed the implementation of new software during “Go Live” by providing specialist support staff on all hospital wards on a 24/7 basis. I integrated our team into Hospital’s Helpdesk. I worked with Senior Management at the hospitals, consultancies, and 3rd party vendors to ensure the safety and efficiency of new software implementation. I secured new clients and created a database of over 4,000 large hospital systems. I supervised marketing on best practices for contacting new hospitals. I managed CCT’s presence at annual national conference of Healthcare IT (HIMSS). I designed the HIMSS 20x20 square foot conference booth and created materials to promote CCT.

Helped successfully establish IT Helpdesk in Hong Kong. Shared responsibility for infrastructure technology support and projects for the bank. Helpdesk included resolving all technical problems/issues for Front and Back Office, building desktops and laptops, implementing IT procedures to facilitate a controlled environment, administrative functions and training. Projects included migrating all Desktops/laptops from Novel to NT, ccmail to Exchange, classic Bloomberg to Open Bloomberg, weekly PC moves, rolling out Marketsheet for Windows, and hardware installation. Handled Market data declarations, new users, cancellations and billing. Coordinated and worked on relocating 250-person trading floor. Handled security procedures and training for Secur ID remote access, purchased all equipment and handled inter-departmental “loaners and spares”. Provided Remedy training in the Hong Kong and Singapore office. Provided Spider training to Investment Banking both in Hong Kong and New York.

New York and Northeast Asia Sales Manager: Responsible for developing and maintaining long term relationships with multinational securities firms. Implemented marketing and sales strategies, product training and promoting of Global Fixed Income, Foreign Exchange and Capital Markets electronic information services to clients including Merrill Lynch, Goldman Sachs, Deutsche Bank and Morgan Stanley in Asia requiring a thorough knowledge of the financial industry and region. Responsibilities also included developing local products/content, ensuring product usage, market feedback and closing the deals (negotiating pricing and contracts). Managed a long-term relationship with Thomson’s exclusive distribution vendor, Dow Jones/Telerate, and hired and trained support people. Previously based in New York, managing major accounts with the same responsibilities.

Thomson- Reuters - Disclosure/Worldscope (New York, NY) - National Account Manager: Sold international equity information to institutional investors. Managed National Accounts customer relationships. Managed relationships with 5 new major distribution vendors ensuring they consistently exceeded new business quotas. Successfully introduced a new emerging markets database in a highly competitive marketplace.Thomson-Reuters - Dow Jones Telerate (New York, NY) - Sales Executive: Introduced a new electronic trading system (TTS and Minex) to the Foreign Exchange market. Created marketing strategies, provided market feedback and worked with product development. Established strong relationships with senior bank managers and traders, established new business and negotiated contracts and pricing. Managed complete installation and training process from installing telephone lines, wiring, setting up systems to product training and ensuring usage. Required a strong understanding of the foreign exchange market, trading and bank operations. Developed business from its inception to 30 customers.Consultant to Dow Jones/Telerate (Leveraged Technology, Inc.): Introduced a new electronic direct dealing system (TTS) to the Foreign Exchange market. Consulted on developing, designing, testing and marketing of TTS. Managed customer relationships (major investment and commercial banks) to ensure TTS usage. Achieved Leveraged Technology, Inc. business goals by securing new consulting assignments in the financial industry. Hired and trained support staff. Developed extensive industry database.

Established a New York office for an international travel information firm (JV with Fodors) developing the on-line travel information market in the United States and Canada. Established new customers, managed relationships with travel agencies then sold to large multinationals such as Bear Stearns and McGraw-Hill and installed PC-based systems. Established pricing and product positioning in the marketplace. Organized and spoke at numerous industry seminars regarding the benefits of travel information technology. Established a profitable relationship with 2 major distributors.

Developed, designed and programmed in-house financial information systems (CICS, Cobol, BASIC, Assembler).