- Serve as Senior Instructor on Graduate Finance Instructional Team (June 2022- Present)- Served as Senior Instructor on Undergraduate Accounting/Finance Instructional Team (March 2020 - June 2022)- Served as Instructor on the Undergraduate Quantitative Analysis Team (May 2017 - February 2020)Responsibilities Include:- Develop course materials.- Design Instructional Interventions for live Webinars.- Conduct one-on-one coaching sessions with students.- Conduct in-service training sessions for faculty.- Collaborate with multiple stakeholder groups to enhance student learning experience.- Collaborate with multiple stakeholder groups to enhance internal policies, procedures, and practices.- Collaborate with external vendors to develop and enhance course content (textbooks, videos, assessments, etc.) on third party learning Learning Management Systems (LMS).- Conduct educational research.- Software use includes MentorForce (SalesForce for educational environment), Microsoft Sharepoint, Microsoft Office (heavy use of Excel), WebEx, Adobe Connect, Panapto, SPSS, R, Python, Tableau, SAS Visual Statistics/Analytics, and Access.

- Deliver and facilitate graduate-level on-ground and online college courses in Information Technology.- Develop lesson plans and learning activities.- Facilitate online discussion sessions to assure learner engagement, transfer of knowledge, and collaborative learning.- Grade learner papers, tests, and online participation.- Maintain student records.- Provide coaching and feedback to learners to foster a supportive learning environment.- Use of Canvas instructional platform. Use of Microsoft Excel, Microsoft Access, SAS, and Tableau software for instructional applications.

- Provide individual, team, and organization level consulting in a variety of industries including healthcare, pharmaceutical, telecommunications, biotech, consumer products, education, government agencies, military, non-profits, and law enforcement. - Perform classroom instruction. Instructional topics include reflective practice, delivering structured behavioral feedback, conflict management, change management, personal core values, team dynamics, SWOT analysis, learning tactics, goal-setting. - Conduct discussion sessions to debrief results of survey instruments and behavioral assessments. - Facilitate group experiential learning activities to observe group process performance and behavioral dynamics. Includes business simulations, problem-solving and decision-making activities, and drum circles.- Perform needs analysis studies to identify relevant issues faced by the organization that can be addressed with instructional interventions.- Create instructional designs for interventions. - Develop instructional materials and presentations.- Develop custom survey instruments to collect quantitative data.- Conduct focus group and individual interviews to collect qualitative data.- Prepare research reports.- Administer, interpret, and debrief psychometric assessments. Assessments used include the Myers-Briggs Type Indicator (MBTI), Change Style Indicator (CSI), Learning Tactics Inventory (LTI), Campbell Organizational Survey (COS), Denison Organizational Culture Survey, Campbell Leadership Index (CLI), Benchmarks, Skillscope, Executive Dimensions, California Psychological Index (CPI),Thomas-Kilman Conflict Mode Instrument (TKI), and the Fundamental Interpersonal Relationship Orientation of Behavior (FIRO-b).- Provide executive coaching services related to behavioral competency development, career challenges, and life balance concerns.- Maintain web site to deliver assessments and content.

-Deliver college courses at the graduate and undergraduate levels primarily in Statistics, Business Research Methods, and Information Technology. - Expertise in advanced multivariate statistics, machine learning models, biostatistics, and non-parametric statistics. - Provide coaching and feedback to learners to foster a supportive learning environment. - Use of Excel, SPSS, R, Python, Tableau, SAS Visual Statistics/Analytics, and Access.Statistics topic areas include: descriptive statistics; data visualizations (e.g., histograms, box plots, scatterplots); normality testing; univariate and multivariate analysis of variance and co-variance; correlation analysis; simple and multiple regression techniques; mediation/moderation; sample size calculation,/power analysis; hypothesis testing; testing statistical assumptions; examining data distributions and standard scores; comparing means; ANOVA design. Non-parametric techniques applied include: chi-square analysis (goodness of fit, tests of independence), binomial test, Mann-Whitney U test, Wald-Wolfowitz test, Cochran Q test, runs test, sign test, Wilcoxon matched pairs signed rank test, Walsh test, Fisher exact probability, median test, Kruskal-Wallis ANOVA, Friedman ANOVA, Kolgomorov-Smirnov test, diversity analysis, survival analysis, contingency coefficients, Spearman rank correlation, Kendall rank correlation, and Kendall coefficient of concordance. Multivariate models applied include: Mixed between-within MANOVA and MANCOVA; multiple regression analysis; mediation and moderation analysis; reliability analysis; time series analysis; weighted averaging models; decomposition forecasting models; cluster analysis; discriminant analysis; logistic regression; principal components and factor analysis; structural equation modeling; and confirmatory factor analysis.

Served as the organization’s primary statistician, data scientist, business research analyst, financial modeler, and forensic accountant. Developed algorithms, models, dashboards, reports, and data visualizations to monitor and project Key Performance Indicators (KPI’s). Activities included statistical analysis, data mining, machine learning algorithm development, SQL query development, and database/software development. Software used included Excel, Access, Epicor, TimeshareWare, SPSS, R statistics, VBA, Active Planner, Tableau, and SQL.Key outcomes included:- Developed comprehensive portfolio projection model to mirror the behavior of a $330 million loan portfolio and its related activities (collections, roll rates, defaults, new loans, etc.). Developed supervised machine learning models to achieve an average accuracy of 0.5% compared to actual results of the portfolio balance and related activities. -- Developed KPI dashboards and visualizations to present performance results, trends, comparisons, and anomalies. Developed roll reports to monitor loan delinquencies, collections and recoveries. Developed segmented aging reports to monitor delinquency rates of various portfolio sectors.- Developed compliance reports for the legal department to track activities of loans with legal issues (e.g., bankruptcies, consumer disputes, litigation). Included data visualizations to identify patterns, trends, and anomalies. Developed supervised machine learning models to project future risk.- Conducted forensic accounting activities to detects patterns, trends, and anomalies in data to identify potential dysfunctional, erroneous or fraudulent activity, as well as compliance with established accounting practices.- Served as data scientist on $150 million securitization completed in June 2017. Provided due diligence reporting to rating agencies, investment banks, and investors. Created supervised machine learning models to predict collateral pool performance.

Directed the financial activities of the Welk Resort Group. Performed strategic-level research and planning, process improvement, decision making, and problem solving. Managed budgeting and financial reporting processes. Developed and maintained budgets (Balance sheets, Cash Flow, P&L).Key outcomes included:- Served as data scientist on securitizations in November 2013 ($150 million) and June 2015 ($120 million). Enhanced processes to deliver all required reporting to lenders and rating agencies from 14 days to less than 3 days. - Developed Bad Debt Reserve calculation methodology that reduced reserve rate by almost 50% and added $13 million to net income. Employed weighted-average based predictive models.- Developed Static Pool Analysis reporting system. Developed software specifications, and algorithms using weighted averaging projection techniques, and reports. Implemented in June 2013.- Designed Enterprise Digital Dashboard application to provide mission critical KPI reporting capabilities to key business units. - Developed facilities planning model to project facility requirements based on sales projections. Included use of machine learning algorithms to model business activities.- Served as business analyst to perform due diligence on acquisition and joint venture projects. - Designed and delivered 12-week program for Active Planner financial modeling software. Successfully migrated Excel budget models from 22 business entities into Active Planner.- Served as business analyst to secure $200 million in notes receivable hypothecation loan facilities and $80 million in construction loans. - Performed process re-engineering on executive financial reporting system. Resulted in reducing report turnaround time from one week to one day.- Software implementation projects included Epicor Accounting software migration, Concord Mortgage Servicing software migration, proprietary management reporting system, and Active Planner financial modeling software.

- Served as IT infrastructure manager and financial manager for the CCL San Diego Campus.- Prepared and monitored operations budget of $2 million.- Provided recommendations resulting in average cost savings of 3% from 1998 through 2003. - Served as IT project manager on enterprise initiatives.- Served as research contributor on CCL Emerging Leaders Research Project.- Designed and developed web site to collect survey data for CCL Emerging Leaders Research Project (eleaders.ccl.org). Included the development of user security scheme, surveys, psychometric instruments, and feedback reports. Website was developed using HTML, ASP.net, JavaScript, and VBScript. Designed and developed database structure using Microsoft SQL.

- Managed the Enterprise Wide Area Network (WAN) infrastructure serving CCL globally. - Conducted technology research to ensure the organization’s technical viability.- Developed technology standards and operating procedures. - Performed budget preparation, vendor contract negotiations, and project management. - Developed and delivered end user training programs. - Developed business continuity plans.

- Statistical consulting services (SPSS, SAS) to analyze natural and social science data.- Produce research reports.- Provide technical consulting to small businesses; perform needs analyses to assess technology requirements.- Develop customized software solutions and database applications on VAX minicomputers (Smartstar, SQL, VAX-BASIC) and PC networks (Foxbase).- Design and implement PC local area networks (LANs).- Provide technical support for PC software applications.