Experience

Alternatives Federal Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• President / CEO

  • Feb 2022 - Present

  Ithaca, New York, United States

• CFO

  • Jun 2016 - Feb 2022

  Ithaca, New York Leading the Finance Department and assist in planning and leadership of a $100 MM Community Development Financial Institution that does great things with financial education for students, individuals and businesses in the greater Ithaca, NY area.



Robert Half

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Financial Industry Consultant

  • Dec 2014 - Oct 2016

  Using my 23 years of leadership in financial services to assist clients with financial, accounting and regulatory needs. • Rewrote bank Capital Policy, Liquidity Policy and Stress Testing Scenarios to comply with new BASEL III rules. • Prepared Consolidated Annual Report for Bank Holding Company. • Administered a program for timely review, updating and training of all bank regulatory policies, chairing bank compliance review committee. • Created new accounting… Show more Using my 23 years of leadership in financial services to assist clients with financial, accounting and regulatory needs. • Rewrote bank Capital Policy, Liquidity Policy and Stress Testing Scenarios to comply with new BASEL III rules. • Prepared Consolidated Annual Report for Bank Holding Company. • Administered a program for timely review, updating and training of all bank regulatory policies, chairing bank compliance review committee. • Created new accounting policies and procedures and bank migration to new core processor. • Lead analysis and review of bank AP/AR uncovering thousands of dollars of over accrued expenses. • Reorganized accounting workflow and procedures to gain employee efficiency in operations. • Automated the collection of data for quarterly regulatory reporting. • Coordinated Safety & Soundness exam with federal bank regulators. • Provided financial analysis of revenue and expense variances for review during preparation of new annual budget. • Audited medical insurance contractual payments. • Managed and mentored many accounting staff team members. • Ran month-end and year-end general ledger closings and prepared financial reporting for board of directors, auditors and regulators. I have had the pleasure of working with these businesses: ALTERNATIVES FEDERAL CREDIT UNION, ITHACA, NY, CFO CITIZENS NATIONAL BANK OF CONNECTICUT, PUTNAM, CONNECTICUT, COMPLIANCE MANAGER 1ST NATIONAL BANK OF SCOTIA, SCOTIA, NEW YORK, CONTROLLER GENESEE VALLEY FEDERAL CREDIT UNION, GENESEO, NEW YORK, ACTING CFO ST. JAMES MERCY HOSPITAL, HORNELL, NEW YORK, LEAD ACCOUNTANT CATALYST MARKETING, ROCHESTER, NEW YORK, ACCOUNTING MANAGER CALERO SOFTWARE LLC, ROCHESTER, NEW YORK, AUDIT TEAM Show less



Radius Federal Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• CEO

  • Mar 2003 - Sep 2014

  Oversaw all areas of the Credit Union during a time of great growth. Successfully administered Policy and Procedure changes to keep the Credit Union in compliance with ever changing Regulatory Policy. Responsible for all Strategic Planning. Continuously stayed abreast of new developments affecting the Credit Union industry through participation in many vendor and industry association learning sessions. • Implemented a charter change, from State to Federal, in order to take… Show more Oversaw all areas of the Credit Union during a time of great growth. Successfully administered Policy and Procedure changes to keep the Credit Union in compliance with ever changing Regulatory Policy. Responsible for all Strategic Planning. Continuously stayed abreast of new developments affecting the Credit Union industry through participation in many vendor and industry association learning sessions. • Implemented a charter change, from State to Federal, in order to take advantage of better growth opportunities. • Directed the acquisition and merger of two Federal Credit Unions into Riverside. Sought out the viable candidates, produced combined financial documents and obtained membership and Federal approval for the mergers. This aided in the diversification of Credit Union membership. • Negotiated with a unionized labor force on four contract renewals, winning concessions on wages, healthcare, hours of work, and role definitions each time that would help the Credit Union compete better in the financial market. • Recruited and developed a senior management team to lead the growth of the Credit Union from $39 MM to $61 MM in assets. • Created an Investment Policy and earned above industry average returns each year. • Redesigned the Credit Union Lending Policies and products resulting in a diverse loan portfolio that includes Auto, Credit Card, Real Estate and Indirect Lending. Increased loans from $10MM to $36MM. • Reorganized the Marketing position into a separate Marketing and Business Development staff. Created a radio ad campaign that has increased new individual account membership. Coordinate a Business Development staff that has expanded sponsorship groups in the Credit Union to over 125, greatly adding to the diversification of membership in order to protect the Credit Union from a downturn with any singular sponsor group or industry. Show less



Niagara County FCU

• VP of Finance

  • Aug 1991 - Mar 2003

  VP of Finance (1997 - 2003) Produced all Financial Reporting for the Credit Union. Collaborated with Board on Strategic Planning. Oversaw the hiring/firing of all frontline and accounting staff. Created marketing materials for Credit Union ad campaigns. • Designed all marketing materials for the Credit Union, including its first website, quarterly newsletters and monthly membership and lending campaigns. • Participated in the attainment of a Community Charter for the Credit… Show more VP of Finance (1997 - 2003) Produced all Financial Reporting for the Credit Union. Collaborated with Board on Strategic Planning. Oversaw the hiring/firing of all frontline and accounting staff. Created marketing materials for Credit Union ad campaigns. • Designed all marketing materials for the Credit Union, including its first website, quarterly newsletters and monthly membership and lending campaigns. • Participated in the attainment of a Community Charter for the Credit Union. This would allow for membership and asset growth, which increased from $12MM to $30MM under my leadership. • Trained staff in new regulatory compliance updates. Show less