October 2, 2017, marks the 3rd anniversary of our new company, three+one. My business partner and I have made great progress in helping public entities, higher education institutions, and not-for-profit organizations turn cash into strong performing assets. Analyzing daily transactional data and stress testing liquidity makes all the difference for these organizations.Previously I worked at Bank of America for almost 13 years. However, this does not include the years at Rulison & Company, which was purchased by Bank of America. I continued my work in the government and not-for-profit world (including higher education). The government and not-for-profit market space is the area I love to serve. That experience is being enhanced by being president of our Board of Education in Fairport, NY Being a member of the Board of Education provides valuable insight and access to information sources that enriches the consultative experience with my clients. Consulting with state & local governments and not-for-profit entities like hospital systems and Colleges/Universities on thier cash flow management and treasury needs is what I love to do. My favorite part is always talking with people, asking a lot of questions and then listening. It is awesome to combine the data with the "interviews" and come up with solutions that will help them financially.Specialties: banking, budgeting, cash flow, cash management, egovernment, presentation skills, treasury management tools, writing, short-term investing