Consulting services addressing accounting and processing issues in the financial services industry, small businesses and not for profit organizations.

Resolved revenue issues for investment banking, stock loan, and investment grade underwriting business with $600M+ in revenue. ▪ Modified procedures for check handling in response to check fraud and lost check issues exceeding $250K.▪ Increased capacity ~15% by improving the timeliness of operational processes for investment banking and underwriting. ▪ Reconciled major accounts receivable out-of-balance condition for $138M gross transaction value, defined controls, and instituted monitoring of all past due receivables for collection; resulted in no subsequent write-offs.

Consulting services addressing accounting and processing issues in the financial services industry

Cheif Adminsitrative Officer -- Operations and ITo Developed and performed testing of IntraNet fund transfer system for upgrades and mandatory SWIFT changes.o Developed process and review guidelines to audit and manage risk of using outsourcing services – Metavante Corp. (Loan, Cash Mgt., o General Ledger and other systems) and Deutsche Bank -- check clearing.o Provided monthly outsource risk management and tracking outsourcing activity for Federal Regulators.o Reduced fund transfer system equipment maintenance expense by $15K and Swift expenses by $8K.