Experience

MBIA

• Financial Services
• 100 - 200 Employee

• Director--Insurance Operations and Records Management

  • Mar 2018 - Present



National Public Finance Guarantee Corp.

• Financial Services
• 1 - 100 Employee

• Vice President--Insurance Operations

  • Jan 2016 - Feb 2018

  --Manage team of five in the recording and reporting of industry market data and issuance of $1.5 Billion in bond insurance policies for relaunch of public finance bond insurance entity. --Key contact for establishing and improving business relationships with underwriters and financial advisors during market re-entry. --Implemented technological enhancements for policy documents including templates, e-sign, and electronic delivery and storage. --Negotiated legal language between… Show more --Manage team of five in the recording and reporting of industry market data and issuance of $1.5 Billion in bond insurance policies for relaunch of public finance bond insurance entity. --Key contact for establishing and improving business relationships with underwriters and financial advisors during market re-entry. --Implemented technological enhancements for policy documents including templates, e-sign, and electronic delivery and storage. --Negotiated legal language between internal and external counsels to meet all current transaction and state specific requirements. Show less --Manage team of five in the recording and reporting of industry market data and issuance of $1.5 Billion in bond insurance policies for relaunch of public finance bond insurance entity. --Key contact for establishing and improving business relationships with underwriters and financial advisors during market re-entry. --Implemented technological enhancements for policy documents including templates, e-sign, and electronic delivery and storage. --Negotiated legal language between… Show more --Manage team of five in the recording and reporting of industry market data and issuance of $1.5 Billion in bond insurance policies for relaunch of public finance bond insurance entity. --Key contact for establishing and improving business relationships with underwriters and financial advisors during market re-entry. --Implemented technological enhancements for policy documents including templates, e-sign, and electronic delivery and storage. --Negotiated legal language between internal and external counsels to meet all current transaction and state specific requirements. Show less



MBIA

• Financial Services
• 100 - 200 Employee

• Vice President, Finance - Investment Operations

  • Sep 2013 - Dec 2015

  --Project manager and liaison between business unit, internal and external audit to integrate COSO framework for compliance with SOX internal controls for all investment operations. --Play a key role in introduction and ongoing support of the XBRL digital dictionary to precisely label published financial statements and footnote disclosures in compliance with SEC guidelines. --Manage monthly and quarterly reporting of $9 billion investment portfolio for GAAP and Statutory accounting… Show more --Project manager and liaison between business unit, internal and external audit to integrate COSO framework for compliance with SOX internal controls for all investment operations. --Play a key role in introduction and ongoing support of the XBRL digital dictionary to precisely label published financial statements and footnote disclosures in compliance with SEC guidelines. --Manage monthly and quarterly reporting of $9 billion investment portfolio for GAAP and Statutory accounting ensuring compliance with NAIC regulatory reporting guidelines.

• Vice President, Finance-Insurance Operations

  • Apr 2008 - Sep 2013

  --Oversaw processing of $6.5 Billion in claim payments required to be paid within two day time period from receipt. Coordinated with Treasury and US Bank Trust to ensure availability of funds and timely payment. --Developed an in-house Claims Payment Management System workflow tracking tool built to streamline claim review, authorization and payment, provide pro-active forecasting and reporting and display transparent status view for senior management. --Managed a staff of four… Show more --Oversaw processing of $6.5 Billion in claim payments required to be paid within two day time period from receipt. Coordinated with Treasury and US Bank Trust to ensure availability of funds and timely payment. --Developed an in-house Claims Payment Management System workflow tracking tool built to streamline claim review, authorization and payment, provide pro-active forecasting and reporting and display transparent status view for senior management. --Managed a staff of four in the establishment of descriptive data and issuance of deal documents on $675 Billion insured portfolio. Reported loss reserve, portfolio statistics and deal performance data to all levels of the organization. Audited information systems and ensure data accuracy. --Responsible for consolidating and rebuilding three departments into one after company-wide reorganization. Reduced overall headcount forty percent by enhancing productivity, leveraging technology and ensuring operational efficiency. --Prepared FAS 157 Fair Value Disclosure for quarterly financial statements. Compiled and analyzed fair market value of four subsidiaries in accordance with updated SEC guidelines. --Played a key role in data integration of $184 Billion public finance reinsurance transaction with Financial Guarantee Insurance Corporation. Led project team responsible for input and reconciliation of data into in-house database.

• AVP & Vice President, Internal Management Reporting

  • Sep 2003 - Apr 2008

  --Directed the preparation of financial reports for top executive management. Oversaw an assistant and part-time support staff in compiling data for reports. Supervised team in generating and distributing weekly senior management financial package and revenue reports for the CEO and CFO. --Prepared monthly financial reports for business unit managers, which encompass income, risk exposure and analysis of unit business against projected revenue plans. Collected and compiled data for… Show more --Directed the preparation of financial reports for top executive management. Oversaw an assistant and part-time support staff in compiling data for reports. Supervised team in generating and distributing weekly senior management financial package and revenue reports for the CEO and CFO. --Prepared monthly financial reports for business unit managers, which encompass income, risk exposure and analysis of unit business against projected revenue plans. Collected and compiled data for the quarterly Operating Supplement for SEC reporting. Utilized in-house database and various reporting tools to gather, analyze and manipulate data for ad hoc financial reports requested by management. --Instrumental in leading the Pipeline Project to develop a reporting mechanism to provide unit managers throughout the corporation with tool to more accurately project revenue production. Collaborated with IT specialist to design specifications and implement new reporting systems. --Played a key role in the reorganization of the Public Finance Division and the Structured Finance Division. Incorporated understanding of company-wide operational procedures and systems to lead reorganization efforts and align internal functions with the direction of the new executive leadership team. --Led effort to rebuild department after the departure of all seasoned personnel. Initiated a program to cross-train department staff and created a viable succession plan to prevent future staffing concerns.

• Associate/Senior Associate/Assistant Vice President, Documentation & Closing

  • Sep 1995 - Sep 2003

  --Co-managed a staff of eight in the preparation of bond insurance policies and documents for multi-billion dollar public and structured finance transactions. Instrumental in recruiting, developing and evaluating department staff. Supervised team in processing over 300 highly complex transactions per month. Created a comprehensive procedure manual detailing job functions for department. --Communicated with analysts and underwriters to minimize risk exposure by ensuring clear… Show more --Co-managed a staff of eight in the preparation of bond insurance policies and documents for multi-billion dollar public and structured finance transactions. Instrumental in recruiting, developing and evaluating department staff. Supervised team in processing over 300 highly complex transactions per month. Created a comprehensive procedure manual detailing job functions for department. --Communicated with analysts and underwriters to minimize risk exposure by ensuring clear understanding of all transactions and the specific language of legal agreements. Oversaw staff in issuing correspondence to clients, calculating premiums and preparing policies. Compiled monthly reports on department activities and status of transactions. --Liaison to clients and bondholders as well as all internal departments. Developed and maintained an excellent rapport with clients including The City of New York, Deutsche Bank, Green Point Savings Bank and Orange County, California among many others. --Selected to serve on the Database Committee and charged with testing new applications, training and supporting staff company-wide in system enhancements.



Total Energy Corporation

• White Plains, NY

• Marketing Representative

  • May 1994 - Sep 1995

  --Promoted the acquisition and sale of gas industry related equipment. Initiated nine major acquisitions resulting in revenues of over $500,000. Contacted prospective clients via telemarketing, direct mail, advertising and trade shows. Processed bids for prospective acquisitions. Interacted with engineers, purchasing and procurement professionals on acquisitions and sale negotiations. --Developed direct mail strategies and prospective client database. Designed presentations and… Show more --Promoted the acquisition and sale of gas industry related equipment. Initiated nine major acquisitions resulting in revenues of over $500,000. Contacted prospective clients via telemarketing, direct mail, advertising and trade shows. Processed bids for prospective acquisitions. Interacted with engineers, purchasing and procurement professionals on acquisitions and sale negotiations. --Developed direct mail strategies and prospective client database. Designed presentations and promotional materials for nationwide trade shows. Coordinated the distribution of direct mail pieces to several thousand potential clients. Instituted company’s first advertising campaign from creating concepts, writing copy and designing layouts to negotiating the purchase of $100,000 in advertising space. Show less --Promoted the acquisition and sale of gas industry related equipment. Initiated nine major acquisitions resulting in revenues of over $500,000. Contacted prospective clients via telemarketing, direct mail, advertising and trade shows. Processed bids for prospective acquisitions. Interacted with engineers, purchasing and procurement professionals on acquisitions and sale negotiations. --Developed direct mail strategies and prospective client database. Designed presentations and… Show more --Promoted the acquisition and sale of gas industry related equipment. Initiated nine major acquisitions resulting in revenues of over $500,000. Contacted prospective clients via telemarketing, direct mail, advertising and trade shows. Processed bids for prospective acquisitions. Interacted with engineers, purchasing and procurement professionals on acquisitions and sale negotiations. --Developed direct mail strategies and prospective client database. Designed presentations and promotional materials for nationwide trade shows. Coordinated the distribution of direct mail pieces to several thousand potential clients. Instituted company’s first advertising campaign from creating concepts, writing copy and designing layouts to negotiating the purchase of $100,000 in advertising space. Show less



Joseph P. Lovinger, P.C.

• Scarsdale, NY

• Legal Assistant/Secretary

  • Jan 1992 - Apr 1994

  Provided support to a practitioner specializing in real estate law. Coordinated real estate closings representing Chase Manhattan Bank, buyers and sellers. Communicated with clients, clients’ attorneys, title companies, insurance firms and banks. Negotiated sale agreements on behalf of clients. Prepared closing packages and legal documents. Provided support to a practitioner specializing in real estate law. Coordinated real estate closings representing Chase Manhattan Bank, buyers and sellers. Communicated with clients, clients’ attorneys, title companies, insurance firms and banks. Negotiated sale agreements on behalf of clients. Prepared closing packages and legal documents.