As a member of the Executive Team, responsible for leading all Finance, Accounting, and Human Resources functions for both Avalon Document Services and the recently acquired DIGITS,LLC.

Manage ComDoc's most complex major accounts, often involving multiple locations within and outside ComDoc's service territory. Work with internal and external sources to develop a strategy for the management, successful conversion, and implementation of such accounts.

Manager of Outside Sales, Account Management, Inside Customer Service and Interior Design team

Managed the accounting and reporting of M&T Securities, business and acquisition analysis, sales reporting and incentive management for $300MM division. Reported financial results to Board of Directors. Defined and tracked sales goals, reported monthly financial results to regulatory agency (FINRA), performed due diligence on acquisition targets, treasury functions for M&T Securities and led adhoc projects that drove profitability.• Hired, develop and direct a high quality team of fourteen (14) business analysts, accountants, and sales administration professionals with a focus on constant improvement and efficiency. Group includes a Vice President, two Assistant Vice Presidents, and eleven (11) staff.• Successfully transitioned all commission and sales plans to a profitability based model from a revenue based model in response to recent deteriorating financial and market conditions. • Instituted several business model changes that improved customer support and back-office efficiency.• Managed broker dealer through recent regulatory accounting changes precipitated by the downturn in the economy as well as the Madoff Ponzi scheme scandal.

Presented financial results to senior management, led all financial planning activities for the largest and third largest strategic business units in the company. Prepared and presented financial projections for all projects to senior management within the business unit and in corporate finance.• Effectively managed budget of business units following acquisitions which drove revenue enhancement opportunities and cost savings. • Directed Business as Usual planning activities including quantifying initiatives to drive business growth and identifying risks and opportunities based on macro-economic factors such as the interest rates. • Prepared business case financials and memorandum to solicit approval for technology investments. Other business cases included analysis around launching new lending and deposit products as well as closing less profitable facilities.

Coordinated planning efforts of the institution and prepared company budget for presentation by the CFO. Prepared peer analysis reports which compared M&T financial results to those within the peer group. • Successfully transitioned franchise from an annual planning process to a monthly forecasting effort in order to ensure more rapidly understand the impact of various leading indicators. • Directed the initial financial budget following the acquisition of Allfirst Financial in April 2003, focusing mostly on the reduction of over $100MM of annual operating expenses from the combined entity• Member of a senior management Project Control Committee which guided geographic realignment of the franchise following the acquisition of Allfirst Financial. Project named in 2005 Annual Report as one of “The Five Projects” necessary to “realize new efficiencies in the wake of our acquisitions and growth”.

Built and maintained a defensible business plan for communication to various potential investors for the purpose of securing the capital necessary to achieve profitability and to develop pricing models and analysis models to ensure the business is managed on a day-to-day basis to achieve targeted results.• Built a detailed two-year business plan that assisted in future rounds of private equity financing. Presented this model to our investment bankers as well as to various potential investors.• Completed a zero based, detailed monthly budget for 2001 that aligned to short-term business plan.• Developed a pricing model and strategy that aligned with revenue plan, target clients and verticals. Implemented plan including communication and training of sales team that resulted in client engagements.

Managed three managers and two senior accountants and two staff accountants. During the five-year period of growth when revenues increased 600% from $50 million, managed internal client and business unit profitability reporting, client pricing, and company-wide strategic planning, forecasting, and budgeting. • Participated in preparation and filing of ClientLogic S1 Registration Statement and Prospectus with the Securities and Exchange Commission. Assisted with preparation of the initial management and road show presentations; served as the primary point of contact with all independent investment analysts. • Improved corporate pricing process for six ClientLogic related companies.

Performed foreign parent reporting, internal product line profitability reporting, managed the annual external audit, and oversaw cost accounting, planning, A/P, A/R, and payroll. • Improved the cash flows of the company by lowering the receivable days outstanding utilizing a more systematic approach to collection while soliciting assistance from the sales group. Extended the payable days outstanding with the use of letters of credit for large raw material domestic and foreign purchases.