Career finance manager specializing in financial planning & analysis, operating/capital expense budget management, performance metrics reporting/presentations and optimizing financial operations processes. Proven success managing financial projects and related cross-functional project teams to develop profitable solutions given limited resources. Currently, client securities representative working with core and high-net-worth clients, external and internal wealth planning and financial consultants.Career Specialties:- Staff and Project Team Management- Finance Operations Management- Financial Project Management, Analysis & Team Leadership- Strategic Financial Planning Management & Analysis- OpEx and CapEx Budget Management & Project Justification- Capital Planning and Fixed Asset Management- Product-Service Cost Accounting and Price Analysis- GAAP Accounting, AP/AR and GL Monthly Close- Cost/Benefit, ROI, NPV & Total Cost of Ownership- Advanced Micro Computer-Based Modeling- Contract Management & Procurement- Business Segment P&L Management- FINRA licensed Series 7/63 Securities Broker / RepresentativeAwards:Recognized 3 times in two years by DaVita, Inc. executive mgmt. for exceptional team leadership and championing the redesign of an enterprise-wide budget and strategic forecasting system for IT. Received the 2012 “Prosperity” award/bonus for developing the company’s Budget/Projection & TCO HR software conversion analysis models. "Leader Choice Award" and "Mt. Elbert" Awards, Fidelity Investments, 2017 & 2018