VP, Commercial Relationship Manager

• May 2020 - Present

Looking to help businesses in the Rochester area reach their full potential.

VP, Risk Management Officer

• Jun 2016 - May 2020

Developed and managed the Bank's Risk Management Department and associated functions. Responsible for Regulatory Compliance, Logical and Physical Security, Fraud Response, Corporate Insurance, and Audit/Examination Support.

VP, Internal Audit Manager

• Dec 2012 - Jun 2016

Responsibilities included: - The annual conduct of a bank-wide risk assessment which considered changes to the Bank's business, strategies, structure, and personnel as well as the operating effectiveness of internal controls and other mitigating factors. - The development and execution of GRB's annual Audit Schedule (ranging from 20-30 audits annually). - The development of Audit Programs for each of the audits conducted at GRB. - The scheduling and conduct of 6 Audit Committee Meetings annually. - Interfacing with the Bank's external auditors, state and federal examiners. - Tracking open audit and examination findings to their closure. - Acting in a consultative manner to resolve findings and avoid future issues. - Staff development and training. Show less

Senior Associate, Risk Mgmt.

• Jan 2011 - Dec 2012

Worked in PwC's Risk Assurance group; focused on the conduct of Service Organization Control (SOC) reports and attestation engagements. Worked in PwC's Risk Assurance group; focused on the conduct of Service Organization Control (SOC) reports and attestation engagements.

Vice President

• Jun 2005 - Dec 2010

- Cavalry Solutions provides a variety of products and services designed to allow our clients operate more securely, effectively and efficiently. - The flagship product of Cavalry Solutions is the CavalryCompass, a web-based Software-as-a-Service platform. - The CavalryCompass allows its users to attain an understanding of the strength of its operating procedures as they relate to legal and regulatory compliance mandates. - The CavalryCompass delivers a high level of efficiency to traditionally time-intensive manual business practices. - The CavalryCompass is used by a variety of organizations from banks and credit unions, to colleges and universities and even professional services firms looking to increase the efficiency of their project delivery. Show less

Senior Business Analyst

• Jan 2003 - Dec 2010

- Cavalry Group is a professional services firm which provides a litany of managerial consulting, audit and assessment services to its clients. - Cavalry Group specializes in the delivery of services related to Regulatory and Legal Compliance, Information Security and Assurance, and Internal Audit. - Cavalry Group professionals frequently utilize the CavalryCompass, a web-based SaaS product, to increase delivery effiencies. This results in a lower cost to our clients, while ensuring that the completeness, accuracy and independence of the audit or assessment are maintained. Show less

Account Manager for Carrier Corporation, Syracuse, New York

• Jun 2001 - Dec 2003