Experience

Mamaroneck Union Free School District

• Education Administration Programs
• 200 - 300 Employee

• Executive Assistant for Human Resources

  • Sep 2014 - Jun 2015

  Mamaroneck, NY Maintained confidential personnel records for 900 district employees and administrators. Key Highlights: Experience in school administration including recruitment and hiring procedures. Knowledge of collective bargaining agreements, contract administration and negotiations. Experience with Human Resource Information Systems, staff development and evaluation plans. Knowledge of current Education Law, NYSED Regulations and Civil Service Rules. Experience in writing and… Show more Maintained confidential personnel records for 900 district employees and administrators. Key Highlights: Experience in school administration including recruitment and hiring procedures. Knowledge of collective bargaining agreements, contract administration and negotiations. Experience with Human Resource Information Systems, staff development and evaluation plans. Knowledge of current Education Law, NYSED Regulations and Civil Service Rules. Experience in writing and preparing budget proposal for grants; researching opportunities to procure grants. Show less



Mount Vernon City School District

• Senior Accountant

  • Oct 2013 - Aug 2014

  Mount Vernon, NY



New York State Assembly

• United States
• Legislative Offices
• 700 & Above Employee

• Candidate

  • Jun 2012 - Nov 2012

  95th Assembly District



Briarcliff Manor Public Library

• Trustee

  • Jun 2012 - Jun 2012

  Briarcliff Manor, NY



Pentegra Retirement Services

• United States
• Financial Services
• 200 - 300 Employee

• Regional Director

  • Jan 2012 - May 2012

  Greater New York City Area

• Assistant Auditor

  • Jan 2011 - Jan 2012

• Compliance Analyst/ Internal Auditor

  • Dec 2009 - Jan 2011

  Hybrid-employee dedicated to operate transitionally in technical roles between Compliance and Audit functions of large, $3.5 Billion multi-employer pension fund and 401(k) plans. Responsible for administering and meeting regulations deadlines for annual compliance requirements, including 5500 preparation, ADP/ACP, 415, 402(g), Top Heavy/410(b) test(s). Work with external auditor(s) to sample and complete work papers of internal areas, including: sales, administration, finance, IT, investment… Show more Hybrid-employee dedicated to operate transitionally in technical roles between Compliance and Audit functions of large, $3.5 Billion multi-employer pension fund and 401(k) plans. Responsible for administering and meeting regulations deadlines for annual compliance requirements, including 5500 preparation, ADP/ACP, 415, 402(g), Top Heavy/410(b) test(s). Work with external auditor(s) to sample and complete work papers of internal areas, including: sales, administration, finance, IT, investment, trading and trust accounting. Analyze discrepancies and inform management of variances, inconsistencies or issues.



Briarcliff Union Free School District

• Sub-Committee Chair, Technology/Instruction - Ad-Hoc Facilities Comm

  • Feb 2012 - Apr 2012



Town of Ossining, NY

• Candidate for Councilmember

  • May 2011 - Nov 2011



Briarcliff Manor Affordable Housing Task Force

• Member,

  • Nov 2010 - Nov 2010

  Community organization formed to create strategic campaign, build/foster relationships, develop awareness and educate community on the need for affordable housing. Attended Pace University's (LULA) Land Use Leadership Alliance Training Program - October 2010.



Briarcliff Manor Union Free School District

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Member, Audit Committee

  • Oct 2010 - Oct 2010

  One of three community members selected by Board for purposes of overseeing and carrying out Board's audit policies and performance of duties and responsibilities concerning audit and accounting matters required by NYS Education Law Section 2216-c. Term Expires: June 30, 2012.



Town of Ossining

• Member, Citizens' Finance Advisory Committee

  • Oct 2010 - Oct 2010

  Term Expires: December 31, 2015



Village of Briarcliff Manor, NY

• Candidate for Village Trustee

  • Dec 2009 - Jan 2010



Briarcliff Union Free School District

• Candidate for School Board

  • Aug 2009 - Aug 2009



Paychex Premier Human Resources

• Sales Representative

  • Jan 2008 - Mar 2009

  In-depth knowledge of 401(k) and retirement plans, complex payroll and benefits administration systems and human resource management solutions. Generated leads through direct client contact and developed and managed pipeline to maximize closed sales, negotiating fiscally sound contracts. Lead client presentations, board presentations; comfortable speaking before large groups. Consulted with new and existing Paychex clients to recommend services and benefit plans, including… Show more In-depth knowledge of 401(k) and retirement plans, complex payroll and benefits administration systems and human resource management solutions. Generated leads through direct client contact and developed and managed pipeline to maximize closed sales, negotiating fiscally sound contracts. Lead client presentations, board presentations; comfortable speaking before large groups. Consulted with new and existing Paychex clients to recommend services and benefit plans, including fully-integrated 401(k) Plan Administration, Section 125 Plans, Safety and Loss Support (OSHA), Internet-based HR Management Software, Payroll Services, State Unemployment Insurance and COBRA Administration, Compensation Surveys, Pre-Employment and Drug Testing, Employee Handbooks and Job Descriptions. Recommended appropriate Management Training for all HR functions, including Non-harassment, Interviewing/Selection, Performance Reviews, and Supervisory Functions. Show less



Wyndcrest Condominium Association

• Budget/Operations

  • Jun 2004 - Feb 2009

  In Officer/Signatory Role, managed $350,000 annual budget and directed Property Manager. Oversaw organizational operations including vendor selection, litigation, risk management and unit owner/ property issues. Term expires: May 2016



Briarcliff Nursery School

• Trustee/Treasurer

  • Aug 2003 - Jul 2008

  Advised Board of Directors regarding financial decisions related to capital improvements, scholarships, salaries and tuition for private school as parent volunteer. Managed pension plan and other investments for the institution.



Temple Israel

• Religious Institutions
• 100 - 200 Employee

• Membership/Fundraising Chair

  • Jul 2005 - May 2007

  Developed and implemented strategic campaign to raise awareness about organization, improved brand awareness and expanded membership opportunities, as an active volunteer. Planned and executed silent and live auctions as well as benefit concert for and largest fundraising event in organization's 50 year history raising over $28,000.



Village of Briarcliff Manor, NY

• Candidate for Village Trustee

  • Mar 2007 - Mar 2007



Todd Elementary School

• COMPACT Committee

  • Sep 2005 - Jun 2006

  Collaborated with administrators, teaching staff, and fellow parents to develop student questionnaire to measure, evaluate, and reduce student "bullying" within district.



Briarcliff Parent Teacher Association

• Treasurer

  • Jan 2004 - Jun 2006

  Managed/ verified all transactions for district's elementary, middle, and high school. Performed all bookkeeping functions to accurately track and record $145,000, annually. Balanced cash deposits to fundraising proceeds; dual-signatory on district PTA accounts. Provided information to accountant to prepare annual 5500 Report.



Van Kampen American Capital

• Retirement Plan Consultant

  • Jun 1994 - Jul 1996

  Conducted 401(k) Employee Education Meetings; directed wholesale of mutual funds and retirement plan services to financial consultants within brokerage distribution channels. Set up new and lead conversion implementation of retirement plans by skillfully listening to client needs, asking strategic questions, and identifying and recommending solutions.



State Street Global Advisors, Inc

• Vice President

  • Jun 1993 - Jul 1994

  Successfully spearheaded bringing new product to market. NASD Series 6, 63. Expired.



ITT Hartford

• Pension Sales Representative

  • Jan 1988 - Nov 1992



Connecticut Mutual

• Marketing Consultant, Pensions

  • May 1983 - Nov 1987