Experience

Capital Institutional Services, Inc. (CAPIS)

• Chief Executive Officer

  • Jan 2020 - Present

• CFO & Treasurer

  • Jan 2017 - Mar 2020

  As a member of the Executive Management team, I report directly to the President and have a strategic role in the overall management of the company. My primary responsible is managing the company's finances, including financial reporting and management of financial risks. I am directly involved on strategic and tactical matters as they relate to budget management, cost benefit analysis, deal analysis and negotiations.

• Director Of Accounting & Operations

  • Jun 2015 - Jan 2020

  • Management of personnel responsible for Accounting, Back Office Clearance and Settlement and Human Resources

• Controller

  • Jun 2005 - May 2015

  • Supervision of Accounting functions- General Ledger, Financial Statements, FOCUS Reporting- Accounts Payable, Accounts Receivable• Audit oversight- Regulatory – FINRA, SEC, IRS and Financial• Human Resources- Payroll, Benefits, Personnel management• Project Management

• Assistant to CFO/Business Analyst

  • Sep 2002 - May 2005

  • Financial and Human Resources projects, Completed analytical surveys• Daily management of CFO office



The Clearance Center

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Accounting Manager

  • Jan 1999 - Sep 2002

  • Management of retail store operations • General Ledger, Financial Statements, Accounts receivable, Accounts payable • Inventory management • Management of retail store operations • General Ledger, Financial Statements, Accounts receivable, Accounts payable • Inventory management



ARCO Oil & Gas

• United States
• Oil and Gas
• 1 - 100 Employee

• Markeing Dept

  • 1988 - 1995

  Responsible for the scheduling of crude oil movements & management of daily customer relations Responsible for the scheduling of crude oil movements & management of daily customer relations