My professional success is the result of my in-depth knowledge of accounting and finance, in conjunction with technology skills. I passed the CPA and level II of the CFA. My early career involved work as an internal consultant building database solutions for financial departments which served me well in leading financial and accounting operations. Most organizations are constantly challenged with inefficient processes that gobble up precious time. Like a home, there is always something to fix!
Through my educational background and my CFA work, I have developed a wide understanding of statistical measures and techniques. These tools have been invaluable to many critical analyses and decisions.
I have experience in many positions in finance and accounting. Early in my career, I worked on Wall Street building stock trading systems. After graduate school, I placed GO bonds for the Commonwealth of PA. I ran the revenue accounting function for Rite Aid Corp (18B Rev) for several years. At Comcast, I was the Director of Finance and Business Operations. For four years, I consulted with the Secretary of Aging for Pennsylvania to develop financial strategies to provide long-term care services to residents. I managed the implementation of a single and multi-family mortgage system for Mellon Bank and was responsible for all the US disclosures for financial reporting at Deutsche Bank. Since Deutsche Bank, I have been consulting on my own.
The practice of keeping customer's cash in brokerage sweep accounts that pay little or no interest has been going on for a long time. It wasn't so obvious when interest rates were rock bottom, but over the last two years, money market rates have moved up to about 5% and the “cat is out of the ba
